+2,071.0%
STX vs EXPD
+334.2%
+1,736.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.7% | +7.1% | +8.3% |
| 7D | -14.8% | -5.5% | -9.3% | -11.7% |
| 30D | -35.4% | -1.9% | -33.5% | -34.3% |
| 3M | -37.7% | +6.1% | -43.8% | -39.4% |
| 6M | -35.2% | +21.6% | -56.9% | -41.9% |
| YTD | +84.4% | +27.9% | +56.5% | +58.0% |
| 1Y | +82.3% | +39.4% | +42.9% | +48.9% |
| 3Y | +646.2% | +72.7% | +573.6% | +424.3% |
| 5Y | +487.4% | +60.3% | +427.1% | +321.4% |
| 10Y | +2,071.0% | +332.6% | +1,738.5% | +798.6% |
| All | +2,071.0% | +334.2% | +1,736.9% | +798.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling