+123.8%
STX vs QSR
+23.8%
+100.0%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +5.5% | -13.6% | -4.6% |
| 7D | -20.2% | +5.2% | -25.4% | -17.1% |
| 30D | -37.2% | +12.2% | -49.4% | -32.2% |
| 3M | -34.1% | +7.0% | -41.1% | -30.1% |
| 6M | -24.5% | -0.3% | -24.2% | -20.0% |
| YTD | +102.9% | +18.0% | +84.9% | +127.9% |
| 1Y | +123.8% | +22.6% | +101.2% | +145.5% |
| All | +123.8% | +23.8% | +100.0% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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