+10,476.1%
STX vs LIN
+2,773.5%
+7,702.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.6% | -10.7% | -9.8% |
| 7D | -20.2% | +3.3% | -23.5% | -22.2% |
| 30D | -37.2% | +8.8% | -46.0% | -41.1% |
| 3M | -34.1% | +8.6% | -42.7% | -38.5% |
| 6M | -24.5% | +7.0% | -31.5% | -29.7% |
| YTD | +102.9% | +24.3% | +78.7% | +68.9% |
| 1Y | +123.8% | +27.3% | +96.5% | +82.3% |
| 3Y | +718.1% | +38.9% | +679.2% | +516.1% |
| 5Y | +573.6% | +69.4% | +504.2% | +332.5% |
| 10Y | +2,416.9% | +440.7% | +1,976.1% | +549.2% |
| All | +10,476.1% | +2,773.5% | +7,702.6% | +934.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling