+16,011.1%
STX vs MKC
+615.7%
+15,395.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.0% | +7.3% | +6.7% |
| 7D | +2.4% | -5.9% | +8.2% | +4.5% |
| 30D | +1.4% | -0.9% | +2.3% | +1.3% |
| 3M | -8.2% | +12.7% | -20.9% | -13.9% |
| 6M | +127.0% | -19.3% | +146.3% | +140.6% |
| YTD | +209.1% | -22.2% | +231.3% | +229.7% |
| 1Y | +365.4% | -23.3% | +388.8% | +395.9% |
| 3Y | +1,135.4% | -30.0% | +1,165.4% | +1,240.5% |
| 5Y | +991.5% | -33.8% | +1,025.3% | +1,087.9% |
| 10Y | +3,695.8% | +24.4% | +3,671.4% | +2,690.6% |
| All | +16,011.1% | +615.7% | +15,395.4% | +5,012.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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