+3,676.0%
STX vs O
+50.0%
+3,626.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.4% | +6.9% | +6.6% |
| 7D | +10.7% | -0.6% | +11.3% | +10.9% |
| 30D | +11.3% | -2.0% | +13.2% | +11.8% |
| 3M | +3.2% | +3.0% | +0.2% | +1.3% |
| 6M | +157.0% | -3.6% | +160.6% | +157.4% |
| YTD | +229.2% | +12.1% | +217.2% | +211.8% |
| 1Y | +381.8% | +8.9% | +373.0% | +360.1% |
| 3Y | +1,383.2% | +30.3% | +1,352.8% | +1,208.3% |
| 5Y | +1,144.9% | +13.7% | +1,131.2% | +1,050.4% |
| 10Y | +3,676.0% | +50.3% | +3,625.8% | +3,099.3% |
| All | +3,676.0% | +50.0% | +3,626.0% | +3,099.3% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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