+1,967.8%
STX vs RACE
+740.2%
+1,227.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.6% |
| 7D | -17.3% | +0.2% | -17.5% | -17.3% |
| 30D | -35.9% | +6.6% | -42.6% | -37.5% |
| 3M | -37.3% | +2.2% | -39.5% | -38.1% |
| 6M | -35.8% | +22.4% | -58.2% | -41.8% |
| YTD | +82.7% | +13.8% | +69.0% | +68.8% |
| 1Y | +71.6% | +2.2% | +69.4% | +65.8% |
| 3Y | +635.3% | +25.6% | +609.6% | +506.4% |
| 5Y | +483.8% | +71.0% | +412.8% | +302.3% |
| 10Y | +1,967.8% | +739.1% | +1,228.7% | +709.9% |
| All | +1,967.8% | +740.2% | +1,227.6% | +709.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling