+443.6%
STX vs EXPE
+43.3%
+400.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.9% | +3.7% | -0.3% |
| 7D | -28.5% | -9.3% | -19.1% | -27.2% |
| 30D | -42.9% | +0.1% | -43.1% | -43.1% |
| 3M | -45.9% | -15.3% | -30.6% | -44.7% |
| 6M | -41.3% | +5.5% | -46.8% | -43.7% |
| YTD | +67.9% | -8.0% | +75.9% | +64.5% |
| 1Y | +66.5% | +18.9% | +47.6% | +51.8% |
| 3Y | +588.0% | +135.5% | +452.4% | +402.0% |
| All | +443.6% | +43.3% | +400.3% | +315.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling