+365.4%
STX vs HCA
-0.5%
+366.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.4% | +6.0% |
| 7D | +2.4% | -3.1% | +5.4% | +1.5% |
| 30D | +1.4% | -1.1% | +2.5% | +1.2% |
| 3M | -8.2% | +12.2% | -20.4% | -6.4% |
| 6M | +127.0% | -25.3% | +152.4% | +135.8% |
| YTD | +209.1% | -12.9% | +222.1% | +225.7% |
| 1Y | +365.4% | -0.9% | +366.4% | +412.3% |
| All | +365.4% | -0.5% | +366.0% | +412.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1y: compounded portfolio wealth divided by compounded HCA 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…
1y analysis · Full analysis span regression · 6 months rolling