+8,652.1%
STX vs CNP
+1,410.6%
+7,241.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -2.9% | -1.8% |
| 7D | -28.5% | -4.2% | -24.3% | -27.2% |
| 30D | -42.9% | +5.5% | -48.4% | -44.1% |
| 3M | -45.9% | +0.6% | -46.5% | -46.1% |
| 6M | -41.3% | -2.8% | -38.5% | -41.3% |
| YTD | +67.9% | +7.9% | +60.1% | +60.9% |
| 1Y | +66.5% | +6.7% | +59.9% | +60.0% |
| 3Y | +588.0% | +61.1% | +526.8% | +451.9% |
| 5Y | +449.1% | +73.0% | +376.1% | +323.1% |
| 10Y | +1,982.8% | +141.9% | +1,840.9% | +1,192.1% |
| All | +8,652.1% | +1,410.6% | +7,241.5% | +3,718.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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