+16,011.1%
STX vs FDX
+855.9%
+15,155.2%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +6.6% |
| 7D | +2.4% | -2.5% | +4.9% | +3.7% |
| 30D | +1.4% | +3.8% | -2.4% | -0.8% |
| 3M | -8.2% | -1.3% | -6.9% | -7.8% |
| 6M | +127.0% | +5.0% | +122.0% | +120.3% |
| YTD | +209.1% | +39.6% | +169.5% | +158.9% |
| 1Y | +365.4% | +81.1% | +284.3% | +239.2% |
| 3Y | +1,135.4% | +63.0% | +1,072.3% | +813.0% |
| 5Y | +991.5% | +65.6% | +925.9% | +662.1% |
| 10Y | +3,695.8% | +183.4% | +3,512.5% | +1,670.1% |
| All | +16,011.1% | +855.9% | +15,155.2% | +3,116.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling