+10,476.1%
STX vs DOC
+356.3%
+10,119.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.1% | -11.3% | -9.2% |
| 7D | -20.2% | +8.7% | -28.9% | -22.6% |
| 30D | -37.2% | +7.6% | -44.8% | -39.1% |
| 3M | -34.1% | -5.3% | -28.8% | -33.4% |
| 6M | -24.5% | +27.6% | -52.1% | -32.5% |
| YTD | +102.9% | +32.4% | +70.5% | +77.7% |
| 1Y | +123.8% | +22.9% | +100.9% | +101.3% |
| 3Y | +718.1% | +43.1% | +675.0% | +584.4% |
| 5Y | +573.6% | -21.4% | +595.0% | +595.7% |
| 10Y | +2,416.9% | +16.8% | +2,400.1% | +1,992.8% |
| All | +10,476.1% | +356.3% | +10,119.7% | +4,351.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 all: compounded portfolio wealth divided by compounded DOC 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…
all analysis · Full analysis span regression · 6 months rolling