+588.0%
STX vs O
+37.3%
+550.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.5% |
| 7D | -28.5% | +3.7% | -32.2% | -27.5% |
| 30D | -42.9% | +11.2% | -54.1% | -40.8% |
| 3M | -45.9% | -4.0% | -41.9% | -45.7% |
| 6M | -41.3% | -5.2% | -36.1% | -40.8% |
| YTD | +67.9% | +9.5% | +58.5% | +66.8% |
| 1Y | +66.5% | +10.6% | +55.9% | +64.9% |
| 3Y | +588.0% | +38.1% | +549.9% | +522.7% |
| All | +588.0% | +37.3% | +550.7% | +522.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling