+2,071.0%
STX vs COO
+40.7%
+2,030.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.5% | +7.3% | +9.0% |
| 7D | -14.8% | +4.3% | -19.0% | -16.0% |
| 30D | -35.4% | +17.6% | -52.9% | -39.1% |
| 3M | -37.7% | -13.9% | -23.8% | -35.2% |
| 6M | -35.2% | +6.6% | -41.8% | -39.1% |
| YTD | +84.4% | -22.0% | +106.4% | +96.5% |
| 1Y | +82.3% | -8.8% | +91.1% | +81.8% |
| 3Y | +646.2% | -21.5% | +667.7% | +658.1% |
| 5Y | +487.4% | -41.0% | +528.4% | +567.0% |
| 10Y | +2,071.0% | +40.9% | +2,030.1% | +1,596.9% |
| All | +2,071.0% | +40.7% | +2,030.3% | +1,596.9% |
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