+3,676.0%
STX vs FDX
+178.0%
+3,498.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.6% | +9.1% | +7.6% |
| 7D | +10.7% | -3.3% | +14.1% | +12.2% |
| 30D | +11.3% | -1.4% | +12.7% | +11.7% |
| 3M | +3.2% | -4.5% | +7.7% | +5.2% |
| 6M | +157.0% | +9.4% | +147.6% | +145.8% |
| YTD | +229.2% | +36.0% | +193.2% | +186.6% |
| 1Y | +381.8% | +75.5% | +306.3% | +274.4% |
| 3Y | +1,383.2% | +62.8% | +1,320.4% | +1,052.0% |
| 5Y | +1,144.9% | +64.4% | +1,080.5% | +829.3% |
| 10Y | +3,676.0% | +175.5% | +3,500.6% | +1,885.1% |
| All | +3,676.0% | +178.0% | +3,498.1% | +1,885.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FDX 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling