+3,621.5%
STX vs EXPE
+153.6%
+3,467.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.9% |
| 7D | +9.6% | -11.5% | +21.1% | +12.3% |
| 30D | +10.6% | -13.1% | +23.7% | +13.5% |
| 3M | +4.8% | +18.1% | -13.4% | -1.1% |
| 6M | +137.3% | +13.3% | +124.0% | +125.1% |
| YTD | +222.5% | -3.2% | +225.7% | +214.4% |
| 1Y | +366.2% | +26.1% | +340.1% | +321.7% |
| 3Y | +1,352.9% | +151.7% | +1,201.2% | +967.0% |
| 5Y | +1,077.4% | +88.3% | +989.1% | +784.9% |
| 10Y | +3,621.5% | +158.0% | +3,463.5% | +2,247.3% |
| All | +3,621.5% | +153.6% | +3,467.9% | +2,247.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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