+92.7%
STX vs BP
+27.8%
+64.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.5% | +8.5% | +10.0% |
| 7D | -1.0% | -0.8% | -0.2% | -1.0% |
| 30D | -26.8% | -3.1% | -23.6% | -26.6% |
| 3M | -32.7% | +6.2% | -38.9% | -32.3% |
| 6M | -33.7% | +4.8% | -38.5% | -33.4% |
| YTD | +101.0% | +35.2% | +65.8% | +114.7% |
| 1Y | +92.7% | +27.4% | +65.3% | +101.2% |
| All | +92.7% | +27.8% | +64.9% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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