+1,383.2%
STX vs COST
+72.5%
+1,310.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.1% | +6.5% |
| 7D | +10.7% | -3.2% | +13.9% | +11.0% |
| 30D | +11.3% | -4.0% | +15.2% | +11.5% |
| 3M | +3.2% | -6.5% | +9.7% | +3.8% |
| 6M | +157.0% | -8.5% | +165.5% | +158.1% |
| YTD | +229.2% | +6.0% | +223.2% | +215.9% |
| 1Y | +381.8% | -5.8% | +387.6% | +379.6% |
| 3Y | +1,383.2% | +71.8% | +1,311.3% | +1,104.5% |
| All | +1,383.2% | +72.5% | +1,310.7% | +1,104.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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