+1,019.5%
STX vs LIN
+61.6%
+958.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.8% |
| 7D | +2.4% | -2.1% | +4.5% | +3.3% |
| 30D | +1.4% | -2.4% | +3.8% | +2.3% |
| 3M | -8.2% | -5.6% | -2.6% | -6.8% |
| 6M | +127.0% | -3.4% | +130.4% | +126.7% |
| YTD | +209.1% | +13.1% | +196.0% | +181.5% |
| 1Y | +365.4% | +2.5% | +363.0% | +347.0% |
| 3Y | +1,135.4% | +27.6% | +1,107.8% | +916.5% |
| All | +1,019.5% | +61.6% | +958.0% | +676.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 5y: compounded portfolio wealth divided by compounded LIN 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…
5y analysis · Full analysis span regression · 6 months rolling