+3,426.5%
STX vs C
+295.9%
+3,130.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.6% | +6.5% |
| 7D | +2.4% | +3.6% | -1.3% | +0.5% |
| 30D | +1.4% | +0.1% | +1.3% | +1.4% |
| 3M | -8.2% | +2.4% | -10.6% | -8.9% |
| 6M | +127.0% | +24.9% | +102.1% | +105.2% |
| YTD | +209.1% | +19.8% | +189.3% | +183.2% |
| 1Y | +365.4% | +44.9% | +320.6% | +287.4% |
| 3Y | +1,135.4% | +263.0% | +872.4% | +560.4% |
| 5Y | +991.5% | +129.5% | +862.0% | +608.5% |
| All | +3,426.5% | +295.9% | +3,130.7% | +1,525.8% |
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