+588.0%
STX vs BABA
+34.4%
+553.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.4% |
| 7D | -28.5% | +11.6% | -40.1% | -30.0% |
| 30D | -42.9% | +2.3% | -45.2% | -43.2% |
| 3M | -45.9% | -13.7% | -32.2% | -44.7% |
| 6M | -41.3% | -21.9% | -19.4% | -39.2% |
| YTD | +67.9% | -24.6% | +92.6% | +74.4% |
| 1Y | +66.5% | -34.1% | +100.6% | +77.1% |
| 3Y | +588.0% | +36.3% | +551.7% | +543.8% |
| All | +588.0% | +34.4% | +553.6% | +543.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BABA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling