+16,011.1%
STX vs BMY
+521.3%
+15,489.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.2% | +7.0% |
| 7D | +2.4% | +0.4% | +2.0% | +2.2% |
| 30D | +1.4% | +5.0% | -3.6% | -0.6% |
| 3M | -8.2% | +19.4% | -27.6% | -14.8% |
| 6M | +127.0% | +9.5% | +117.5% | +116.3% |
| YTD | +209.1% | +28.1% | +181.1% | +177.1% |
| 1Y | +365.4% | +50.0% | +315.4% | +292.4% |
| 3Y | +1,135.4% | +24.1% | +1,111.3% | +986.1% |
| 5Y | +991.5% | +25.0% | +966.5% | +841.8% |
| 10Y | +3,695.8% | +68.7% | +3,627.2% | +2,661.4% |
| All | +16,011.1% | +521.3% | +15,489.7% | +5,551.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 all: compounded portfolio wealth divided by compounded BMY 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…
all analysis · Full analysis span regression · 6 months rolling