+66.5%
STX vs C
+19.8%
+46.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.5% |
| 7D | -28.5% | -2.4% | -26.1% | -26.9% |
| 30D | -42.9% | -6.0% | -36.9% | -40.4% |
| 3M | -45.9% | -10.5% | -35.4% | -41.9% |
| 6M | -41.3% | -5.7% | -35.6% | -38.4% |
| YTD | +67.9% | +4.1% | +63.8% | +60.1% |
| 1Y | +66.5% | +20.5% | +46.0% | +32.3% |
| All | +66.5% | +19.8% | +46.8% | +32.3% |
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