+1,967.8%
STX vs C
+218.0%
+1,749.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -17.3% | -0.4% | -16.9% | -16.8% |
| 30D | -35.9% | -5.2% | -30.8% | -34.1% |
| 3M | -37.3% | -9.1% | -28.2% | -34.4% |
| 6M | -35.8% | -1.6% | -34.2% | -35.1% |
| YTD | +82.7% | +6.9% | +75.8% | +76.8% |
| 1Y | +71.6% | +23.0% | +48.7% | +55.6% |
| 3Y | +635.3% | +216.1% | +419.1% | +321.7% |
| 5Y | +483.8% | +112.2% | +371.5% | +295.0% |
| 10Y | +1,967.8% | +208.8% | +1,759.0% | +1,087.4% |
| All | +1,967.8% | +218.0% | +1,749.7% | +1,087.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling