+123.8%
STX vs EXPD
+53.8%
+70.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.2% | -4.9% | -7.4% |
| 7D | -20.2% | +0.3% | -20.5% | -20.1% |
| 30D | -37.2% | +1.8% | -39.0% | -37.3% |
| 3M | -34.1% | +8.9% | -43.0% | -35.2% |
| 6M | -24.5% | +42.2% | -66.7% | -31.4% |
| YTD | +102.9% | +33.4% | +69.6% | +72.6% |
| 1Y | +123.8% | +47.2% | +76.6% | +71.7% |
| All | +123.8% | +53.8% | +70.0% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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