+325.3%
STX vs HCA
+8.6%
+316.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -3.3% |
| 7D | -2.3% | +5.4% | -7.7% | -0.5% |
| 30D | -5.5% | +3.0% | -8.4% | -4.3% |
| 3M | -4.3% | +13.0% | -17.3% | -0.5% |
| 6M | +115.6% | -20.3% | +135.9% | +128.0% |
| YTD | +202.2% | -8.2% | +210.4% | +225.3% |
| 1Y | +325.3% | +6.7% | +318.6% | +409.9% |
| All | +325.3% | +8.6% | +316.7% | +409.9% |
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