+1,184.4%
STX vs COO
-23.4%
+1,207.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.8% | +6.4% |
| 7D | +2.4% | -2.2% | +4.6% | +2.5% |
| 30D | +1.4% | -7.0% | +8.4% | +1.8% |
| 3M | -8.2% | +12.2% | -20.4% | -10.9% |
| 6M | +127.0% | -15.1% | +142.1% | +135.5% |
| YTD | +209.1% | -15.1% | +224.2% | +220.6% |
| 1Y | +365.4% | +2.3% | +363.1% | +359.7% |
| All | +1,184.4% | -23.4% | +1,207.8% | +1,218.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling