+352.5%
STX vs CB
+24.3%
+328.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.3% | +3.9% |
| 7D | +2.4% | +0.5% | +1.9% | +3.1% |
| 30D | +1.4% | -3.1% | +4.5% | -2.2% |
| 3M | -8.2% | +9.0% | -17.2% | +3.9% |
| 6M | +127.0% | +2.9% | +124.2% | +145.9% |
| YTD | +209.1% | +10.1% | +199.0% | +260.1% |
| All | +352.5% | +24.3% | +328.2% | +461.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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