+3,676.0%
STX vs COO
+43.7%
+3,632.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.7% | +9.2% | +7.4% |
| 7D | +10.7% | -2.3% | +13.0% | +11.5% |
| 30D | +11.3% | -8.8% | +20.1% | +14.5% |
| 3M | +3.2% | +1.3% | +1.9% | +0.9% |
| 6M | +157.0% | -11.6% | +168.5% | +163.5% |
| YTD | +229.2% | -17.4% | +246.6% | +247.0% |
| 1Y | +381.8% | -1.6% | +383.4% | +368.1% |
| 3Y | +1,383.2% | -22.6% | +1,405.8% | +1,438.9% |
| 5Y | +1,144.9% | -40.3% | +1,185.2% | +1,325.8% |
| 10Y | +3,676.0% | +45.2% | +3,630.8% | +2,705.3% |
| All | +3,676.0% | +43.7% | +3,632.3% | +2,705.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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