+73.2%
STX vs LTH
+83.5%
-10.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.5% | +10.3% | +9.8% |
| 7D | -14.8% | +7.0% | -21.8% | -14.5% |
| 30D | -35.4% | +15.4% | -50.8% | -34.9% |
| 3M | -37.7% | +7.0% | -44.7% | -37.1% |
| 6M | -35.2% | +46.9% | -82.1% | -38.0% |
| YTD | +84.4% | +76.4% | +8.0% | +65.0% |
| All | +73.2% | +83.5% | -10.3% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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