+1,184.4%
STX vs CSGP
-61.9%
+1,246.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -2.4% | +8.8% | +6.0% |
| 7D | +2.4% | -4.1% | +6.4% | +1.7% |
| 30D | +1.4% | +2.3% | -0.9% | +1.9% |
| 3M | -8.2% | -8.2% | 0.0% | -6.7% |
| 6M | +127.0% | -35.1% | +162.1% | +136.3% |
| YTD | +209.1% | -54.0% | +263.2% | +237.9% |
| 1Y | +365.4% | -65.3% | +430.7% | +444.0% |
| All | +1,184.4% | -61.9% | +1,246.3% | +1,273.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling