+381.8%
STX vs BAC
+28.0%
+353.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +6.6% |
| 7D | +10.7% | +1.2% | +9.6% | +10.4% |
| 30D | +11.3% | -0.7% | +12.0% | +11.5% |
| 3M | +3.2% | +16.9% | -13.7% | -2.0% |
| 6M | +157.0% | +29.6% | +127.4% | +132.6% |
| YTD | +229.2% | +15.3% | +214.0% | +209.6% |
| 1Y | +381.8% | +28.8% | +353.0% | +360.7% |
| All | +381.8% | +28.0% | +353.9% | +360.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BAC 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling