+381.8%
STX vs JD
-9.5%
+391.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.1% | +8.5% | +6.6% |
| 7D | +10.7% | -0.8% | +11.5% | +10.8% |
| 30D | +11.3% | -16.0% | +27.3% | +13.2% |
| 3M | +3.2% | -3.2% | +6.4% | +2.3% |
| 6M | +157.0% | +6.1% | +150.9% | +143.6% |
| YTD | +229.2% | -0.1% | +229.3% | +221.2% |
| 1Y | +381.8% | -12.7% | +394.6% | +403.2% |
| All | +381.8% | -9.5% | +391.3% | +403.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 JD 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