+1,972.8%
STX vs C
+216.5%
+1,756.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +14.6% | +4.2% | +10.4% | +12.5% |
| 30D | -26.0% | +2.0% | -27.9% | -26.3% |
| 3M | -42.6% | -10.1% | -32.5% | -39.6% |
| 6M | -35.3% | +1.0% | -36.3% | -35.3% |
| YTD | +92.5% | +8.5% | +84.0% | +85.1% |
| 1Y | +102.4% | +25.7% | +76.7% | +81.5% |
| 3Y | +673.8% | +216.0% | +457.8% | +343.8% |
| 5Y | +463.1% | +112.3% | +350.7% | +280.6% |
| All | +1,972.8% | +216.5% | +1,756.3% | +1,073.2% |
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 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