+17,056.4%
STX vs CNC
+2,360.2%
+14,696.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.7% | +10.2% | +7.3% |
| 7D | +10.7% | -1.0% | +11.7% | +10.9% |
| 30D | +11.3% | -1.8% | +13.1% | +11.5% |
| 3M | +3.2% | -0.7% | +3.9% | +2.8% |
| 6M | +157.0% | +47.9% | +109.0% | +132.4% |
| YTD | +229.2% | +56.9% | +172.3% | +192.4% |
| 1Y | +381.8% | +123.9% | +257.9% | +293.1% |
| 3Y | +1,383.2% | -1.3% | +1,384.4% | +1,261.1% |
| 5Y | +1,144.9% | +2.8% | +1,142.1% | +1,009.8% |
| 10Y | +3,676.0% | +90.9% | +3,585.2% | +2,650.2% |
| All | +17,056.4% | +2,360.2% | +14,696.2% | +5,909.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling