+3,676.0%
STX vs EXEL
+380.2%
+3,295.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.3% | +8.8% | +6.9% |
| 7D | +10.7% | +1.4% | +9.4% | +10.4% |
| 30D | +11.3% | +6.7% | +4.6% | +9.8% |
| 3M | +3.2% | +11.5% | -8.2% | +0.6% |
| 6M | +157.0% | +38.8% | +118.2% | +140.4% |
| YTD | +229.2% | +31.6% | +197.6% | +210.8% |
| 1Y | +381.8% | +53.0% | +328.8% | +342.3% |
| 3Y | +1,383.2% | +160.8% | +1,222.3% | +1,106.1% |
| 5Y | +1,144.9% | +190.1% | +954.8% | +878.4% |
| 10Y | +3,676.0% | +367.0% | +3,309.1% | +2,602.9% |
| All | +3,676.0% | +380.2% | +3,295.8% | +2,602.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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