+66.5%
STX vs CSGP
-56.4%
+122.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.7% | +3.5% | -3.8% |
| 7D | -28.5% | +1.3% | -29.7% | -27.7% |
| 30D | -42.9% | +10.7% | -53.6% | -37.9% |
| 3M | -45.9% | +3.3% | -49.2% | -42.9% |
| 6M | -41.3% | -10.3% | -31.0% | -38.2% |
| YTD | +67.9% | -54.6% | +122.5% | +64.4% |
| 1Y | +66.5% | -54.6% | +121.2% | +64.7% |
| All | +66.5% | -56.4% | +122.9% | +64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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