+3,343.4%
STX vs CNC
+99.9%
+3,243.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.6% | -5.3% | -4.0% |
| 7D | -2.3% | -0.9% | -1.3% | -2.2% |
| 30D | -5.5% | -1.0% | -4.5% | -5.5% |
| 3M | -4.3% | +4.5% | -8.8% | -5.5% |
| 6M | +115.6% | +85.2% | +30.4% | +91.6% |
| YTD | +202.2% | +61.4% | +140.8% | +172.8% |
| 1Y | +325.3% | +94.9% | +230.4% | +268.8% |
| 3Y | +1,283.9% | 0.0% | +1,283.9% | +1,187.1% |
| 5Y | +1,048.3% | +11.2% | +1,037.1% | +909.9% |
| All | +3,343.4% | +99.9% | +3,243.5% | +2,395.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling