+365.4%
STX vs CNC
+129.2%
+236.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.4% | +7.8% | +6.5% |
| 7D | +2.4% | +3.5% | -1.2% | +2.0% |
| 30D | +1.4% | +0.1% | +1.3% | +1.3% |
| 3M | -8.2% | +6.9% | -15.1% | -9.0% |
| 6M | +127.0% | +49.0% | +78.0% | +113.3% |
| YTD | +209.1% | +62.9% | +146.2% | +184.2% |
| 1Y | +365.4% | +134.0% | +231.4% | +312.2% |
| All | +365.4% | +129.2% | +236.2% | +312.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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