+366.2%
STX vs EXC
+5.3%
+360.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.5% | -2.4% |
| 7D | +9.6% | +0.3% | +9.2% | +9.8% |
| 30D | +10.6% | -0.9% | +11.5% | +10.1% |
| 3M | +4.8% | -2.7% | +7.5% | +3.0% |
| 6M | +137.3% | -9.4% | +146.6% | +131.1% |
| YTD | +222.5% | +3.0% | +219.5% | +221.8% |
| 1Y | +366.2% | +5.1% | +361.1% | +390.0% |
| All | +366.2% | +5.3% | +360.9% | +390.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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