+1,972.8%
STX vs RACE
+729.2%
+1,243.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.6% |
| 7D | +14.6% | -1.2% | +15.8% | +15.1% |
| 30D | -26.0% | +6.1% | -32.1% | -27.7% |
| 3M | -42.6% | -0.3% | -42.3% | -42.8% |
| 6M | -35.3% | +23.4% | -58.7% | -41.5% |
| YTD | +92.5% | +12.5% | +79.9% | +78.4% |
| 1Y | +102.4% | -0.5% | +102.9% | +97.7% |
| 3Y | +673.8% | +23.6% | +650.2% | +542.2% |
| 5Y | +463.1% | +65.4% | +397.6% | +293.3% |
| All | +1,972.8% | +729.2% | +1,243.6% | +691.9% |
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