+16,011.1%
STX vs EXEL
+651.7%
+15,359.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.2% | +6.5% | +6.4% |
| 7D | +2.4% | +8.4% | -6.0% | +0.7% |
| 30D | +1.4% | +4.1% | -2.7% | +0.3% |
| 3M | -8.2% | +12.4% | -20.6% | -11.0% |
| 6M | +127.0% | +41.5% | +85.5% | +110.2% |
| YTD | +209.1% | +34.6% | +174.5% | +189.0% |
| 1Y | +365.4% | +57.9% | +307.6% | +320.8% |
| 3Y | +1,135.4% | +159.5% | +975.9% | +883.9% |
| 5Y | +991.5% | +198.5% | +793.0% | +732.3% |
| 10Y | +3,695.8% | +411.4% | +3,284.5% | +2,225.1% |
| All | +16,011.1% | +651.7% | +15,359.4% | +4,605.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling