+123.8%
STX vs C
+27.1%
+96.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.7% | -9.8% | -9.1% |
| 7D | -20.2% | +1.1% | -21.2% | -20.7% |
| 30D | -37.2% | -2.4% | -34.8% | -36.4% |
| 3M | -34.1% | -8.4% | -25.7% | -30.7% |
| 6M | -24.5% | +0.3% | -24.8% | -24.2% |
| YTD | +102.9% | +9.1% | +93.8% | +86.9% |
| 1Y | +123.8% | +26.0% | +97.8% | +73.2% |
| All | +123.8% | +27.1% | +96.7% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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