+92.7%
STX vs C
+24.7%
+68.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.6% | +8.4% | +8.9% |
| 7D | -1.0% | -0.4% | -0.5% | -0.1% |
| 30D | -26.8% | -5.3% | -21.4% | -24.0% |
| 3M | -32.7% | -8.0% | -24.7% | -29.0% |
| 6M | -33.7% | -0.3% | -33.5% | -32.8% |
| YTD | +101.0% | +8.6% | +92.3% | +86.5% |
| 1Y | +92.7% | +25.8% | +66.9% | +48.5% |
| All | +92.7% | +24.7% | +68.0% | +48.5% |
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