+481.0%
STX vs C
+112.9%
+368.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | +16.8% | +4.7% | +12.1% | +14.0% |
| 30D | -27.0% | +0.2% | -27.2% | -26.7% |
| 3M | -37.9% | -9.3% | -28.5% | -34.3% |
| 6M | -32.5% | -0.8% | -31.7% | -31.9% |
| YTD | +98.6% | +8.5% | +90.1% | +89.3% |
| 1Y | +93.6% | +23.1% | +70.5% | +72.1% |
| 3Y | +699.1% | +220.8% | +478.3% | +300.8% |
| 5Y | +481.0% | +112.4% | +368.6% | +265.0% |
| All | +481.0% | +112.9% | +368.1% | +265.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling