+365.4%
STX vs BHP
+65.8%
+299.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.5% | +8.8% | +8.1% |
| 7D | +2.4% | -5.0% | +7.3% | +6.0% |
| 30D | +1.4% | +1.2% | +0.2% | -0.7% |
| 3M | -8.2% | +1.8% | -10.1% | -10.6% |
| 6M | +127.0% | +18.0% | +109.0% | +98.5% |
| YTD | +209.1% | +52.7% | +156.4% | +126.3% |
| 1Y | +365.4% | +66.0% | +299.4% | +225.3% |
| All | +365.4% | +65.8% | +299.7% | +225.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1y: compounded portfolio wealth divided by compounded BHP 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…
1y analysis · Full analysis span regression · 6 months rolling