+350.4%
STX vs CNC
+110.9%
+239.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.8% | -2.8% |
| 7D | +8.0% | -3.9% | +11.8% | +8.3% |
| 30D | +5.1% | +0.8% | +4.3% | +4.9% |
| 3M | +5.8% | +0.1% | +5.7% | +5.6% |
| 6M | +124.9% | +79.7% | +45.3% | +106.9% |
| YTD | +213.9% | +58.9% | +155.0% | +188.5% |
| 1Y | +350.4% | +109.1% | +241.3% | +288.1% |
| All | +350.4% | +110.9% | +239.5% | +288.1% |
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