+1,883.6%
STX vs RACE
+740.1%
+1,143.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.6% |
| 7D | -28.5% | +5.1% | -33.6% | -29.8% |
| 30D | -42.9% | +7.7% | -50.6% | -44.5% |
| 3M | -45.9% | +2.2% | -48.1% | -46.6% |
| 6M | -41.3% | +23.8% | -65.0% | -47.0% |
| YTD | +67.9% | +13.9% | +54.0% | +55.0% |
| 1Y | +66.5% | +3.8% | +62.7% | +59.7% |
| 3Y | +588.0% | +28.0% | +559.9% | +462.1% |
| 5Y | +449.1% | +64.9% | +384.1% | +285.2% |
| All | +1,883.6% | +740.1% | +1,143.6% | +710.0% |
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