+2,108.4%
STX vs FDX
+156.7%
+1,951.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +1.0% | +9.0% | +9.6% |
| 7D | -1.0% | -2.1% | +1.1% | +0.3% |
| 30D | -26.8% | +10.4% | -37.2% | -29.9% |
| 3M | -32.7% | +0.5% | -33.2% | -33.1% |
| 6M | -33.7% | +6.5% | -40.2% | -35.8% |
| YTD | +101.0% | +40.2% | +60.8% | +72.4% |
| 1Y | +92.7% | +52.1% | +40.6% | +59.8% |
| 3Y | +708.7% | +72.8% | +635.9% | +512.5% |
| 5Y | +504.0% | +76.3% | +427.7% | +338.4% |
| 10Y | +2,108.4% | +155.7% | +1,952.6% | +1,114.4% |
| All | +2,108.4% | +156.7% | +1,951.6% | +1,114.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling