+3,676.0%
STX vs CI
+142.6%
+3,533.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.8% | +8.3% | +6.8% |
| 7D | +10.7% | -2.0% | +12.8% | +11.1% |
| 30D | +11.3% | -1.8% | +13.1% | +11.5% |
| 3M | +3.2% | -4.2% | +7.5% | +3.5% |
| 6M | +157.0% | +2.7% | +154.3% | +153.2% |
| YTD | +229.2% | +1.9% | +227.3% | +224.7% |
| 1Y | +381.8% | -6.3% | +388.1% | +378.8% |
| 3Y | +1,383.2% | +3.9% | +1,379.3% | +1,284.6% |
| 5Y | +1,144.9% | +41.9% | +1,103.0% | +925.1% |
| 10Y | +3,676.0% | +140.4% | +3,535.6% | +2,443.5% |
| All | +3,676.0% | +142.6% | +3,533.5% | +2,443.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling