+350.4%
STX vs PSX
+101.7%
+248.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.8% | -2.7% |
| 7D | +8.0% | +1.5% | +6.5% | +8.1% |
| 30D | +5.1% | +15.8% | -10.7% | +6.1% |
| 3M | +5.8% | +43.0% | -37.3% | +9.9% |
| 6M | +124.9% | +61.1% | +63.9% | +135.5% |
| YTD | +213.9% | +104.5% | +109.4% | +224.3% |
| 1Y | +350.4% | +102.5% | +247.9% | +363.9% |
| All | +350.4% | +101.7% | +248.7% | +363.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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