+2,071.0%
STX vs CPB
-39.9%
+2,111.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.2% | +11.0% | +9.8% |
| 7D | -14.8% | +3.3% | -18.0% | -14.8% |
| 30D | -35.4% | +19.0% | -54.4% | -35.5% |
| 3M | -37.7% | +0.4% | -38.1% | -37.5% |
| 6M | -35.2% | +13.0% | -48.2% | -35.8% |
| YTD | +84.4% | -12.7% | +97.1% | +86.9% |
| 1Y | +82.3% | -20.9% | +103.1% | +86.9% |
| 3Y | +646.2% | -35.4% | +681.6% | +679.9% |
| 5Y | +487.4% | -32.3% | +519.7% | +498.1% |
| 10Y | +2,071.0% | -40.5% | +2,111.6% | +2,249.9% |
| All | +2,071.0% | -39.9% | +2,111.0% | +2,249.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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