+17,056.4%
STX vs MCO
+2,795.8%
+14,260.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.5% | +9.0% | +7.6% |
| 7D | +10.7% | -2.7% | +13.5% | +11.9% |
| 30D | +11.3% | +0.9% | +10.3% | +10.2% |
| 3M | +3.2% | +8.7% | -5.5% | -2.9% |
| 6M | +157.0% | +2.4% | +154.5% | +147.0% |
| YTD | +229.2% | -5.2% | +234.4% | +226.2% |
| 1Y | +381.8% | -4.4% | +386.2% | +371.4% |
| 3Y | +1,383.2% | +45.1% | +1,338.0% | +1,082.6% |
| 5Y | +1,144.9% | +31.5% | +1,113.4% | +930.3% |
| 10Y | +3,676.0% | +380.7% | +3,295.3% | +1,562.0% |
| All | +17,056.4% | +2,795.8% | +14,260.5% | +3,047.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MCO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling