+1,967.8%
STX vs O
+78.3%
+1,889.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -17.3% | +3.5% | -20.8% | -18.1% |
| 30D | -35.9% | +10.4% | -46.4% | -37.9% |
| 3M | -37.3% | -2.4% | -34.9% | -37.1% |
| 6M | -35.8% | -1.2% | -34.6% | -36.5% |
| YTD | +82.7% | +10.4% | +72.3% | +73.3% |
| 1Y | +71.6% | +11.4% | +60.2% | +62.0% |
| 3Y | +635.3% | +40.4% | +594.9% | +528.4% |
| 5Y | +483.8% | +12.1% | +471.6% | +440.4% |
| 10Y | +1,967.8% | +82.7% | +1,885.0% | +1,580.7% |
| All | +1,967.8% | +78.3% | +1,889.4% | +1,580.7% |
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