+366.2%
STX vs COR
+9.1%
+357.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.2% |
| 7D | +9.6% | -3.9% | +13.4% | +8.5% |
| 30D | +10.6% | -0.3% | +10.9% | +10.7% |
| 3M | +4.8% | +15.9% | -11.1% | +7.4% |
| 6M | +137.3% | -10.3% | +147.5% | +151.3% |
| YTD | +222.5% | -3.7% | +226.2% | +240.3% |
| 1Y | +366.2% | +9.1% | +357.1% | +451.1% |
| All | +366.2% | +9.1% | +357.1% | +451.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 1y: compounded portfolio wealth divided by compounded COR 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…
1y analysis · Full analysis span regression · 6 months rolling