+350.4%
STX vs BHP
+71.4%
+279.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -5.3% | +2.6% | +1.2% |
| 7D | +8.0% | -3.7% | +11.7% | +11.0% |
| 30D | +5.1% | -0.8% | +5.9% | +4.9% |
| 3M | +5.8% | +7.6% | -1.8% | -1.3% |
| 6M | +124.9% | +20.8% | +104.2% | +93.2% |
| YTD | +213.9% | +50.8% | +163.1% | +128.9% |
| 1Y | +350.4% | +70.9% | +279.5% | +204.5% |
| All | +350.4% | +71.4% | +279.0% | +204.5% |
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