+2,108.4%
STX vs NSC
+303.9%
+1,804.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NSC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.8% | +9.2% | +9.6% |
| 7D | -1.0% | -3.5% | +2.6% | +1.1% |
| 30D | -26.8% | +3.9% | -30.7% | -28.0% |
| 3M | -32.7% | -0.8% | -31.9% | -32.6% |
| 6M | -33.7% | +7.1% | -40.9% | -36.6% |
| YTD | +101.0% | +16.4% | +84.6% | +83.0% |
| 1Y | +92.7% | +16.9% | +75.8% | +75.0% |
| 3Y | +708.7% | +78.4% | +630.3% | +476.7% |
| 5Y | +504.0% | +33.1% | +470.9% | +397.0% |
| 10Y | +2,108.4% | +299.9% | +1,808.5% | +924.6% |
| All | +2,108.4% | +303.9% | +1,804.5% | +924.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NSC.
Daily Out/Under-Performance
Portfolio return minus NSC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NSC 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 10y: compounded portfolio wealth divided by compounded NSC 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…
10y analysis · Full analysis span regression · 6 months rolling