+2,204.7%
STX vs QSR
+211.0%
+1,993.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.4% | +8.9% | +7.2% |
| 7D | +10.7% | +0.1% | +10.7% | +10.6% |
| 30D | +11.3% | +5.9% | +5.3% | +9.2% |
| 3M | +3.2% | +10.5% | -7.2% | -1.0% |
| 6M | +157.0% | +7.7% | +149.3% | +147.5% |
| YTD | +229.2% | +16.8% | +212.4% | +206.4% |
| 1Y | +381.8% | +30.9% | +351.0% | +329.6% |
| 3Y | +1,383.2% | +28.2% | +1,355.0% | +1,207.2% |
| 5Y | +1,144.9% | +45.0% | +1,099.9% | +936.0% |
| 10Y | +3,676.0% | +127.3% | +3,548.7% | +2,342.1% |
| All | +2,204.7% | +211.0% | +1,993.7% | +1,204.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling