+1,092.8%
STX vs QSR
+40.6%
+1,052.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.5% |
| 7D | +8.0% | -4.7% | +12.7% | +9.0% |
| 30D | +5.1% | +4.3% | +0.8% | +4.1% |
| 3M | +5.8% | +5.4% | +0.3% | +3.7% |
| 6M | +124.9% | +8.2% | +116.8% | +118.0% |
| YTD | +213.9% | +14.1% | +199.8% | +197.0% |
| 1Y | +350.4% | +28.1% | +322.3% | +307.1% |
| 3Y | +1,314.2% | +25.3% | +1,288.9% | +1,144.8% |
| 5Y | +1,092.8% | +40.4% | +1,052.4% | +851.9% |
| All | +1,092.8% | +40.6% | +1,052.2% | +851.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling