+325.3%
STX vs OMC
+7.0%
+318.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.2% | -4.0% |
| 7D | -2.3% | -4.4% | +2.1% | -4.1% |
| 30D | -5.5% | -7.6% | +2.1% | -8.4% |
| 3M | -4.3% | +4.5% | -8.8% | -2.1% |
| 6M | +115.6% | -0.3% | +115.9% | +116.8% |
| YTD | +202.2% | -0.1% | +202.3% | +210.0% |
| 1Y | +325.3% | +4.6% | +320.7% | +332.2% |
| All | +325.3% | +7.0% | +318.3% | +332.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 1y: compounded portfolio wealth divided by compounded OMC 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…
1y analysis · Full analysis span regression · 6 months rolling