+708.1%
STX vs CAPR
+299.3%
+408.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +26.5% | -16.5% | +9.9% |
| 7D | -1.0% | +25.8% | -26.7% | -1.1% |
| 30D | -26.8% | +50.2% | -77.0% | -26.9% |
| 3M | -32.7% | +185.5% | -218.2% | -32.9% |
| 6M | -33.7% | -64.8% | +31.1% | -33.8% |
| YTD | +101.0% | -61.1% | +162.1% | +100.8% |
| 1Y | +92.7% | +81.0% | +11.7% | +93.7% |
| All | +708.1% | +299.3% | +408.9% | +649.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 3y: compounded portfolio wealth divided by compounded CAPR 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…
3y analysis · Full analysis span regression · 6 months rolling