+1,019.5%
STX vs RACE
+93.6%
+926.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.9% | +8.3% | +6.9% |
| 7D | +2.4% | -2.5% | +4.9% | +3.1% |
| 30D | +1.4% | +0.8% | +0.6% | +1.0% |
| 3M | -8.2% | +17.2% | -25.4% | -13.5% |
| 6M | +127.0% | +13.6% | +113.4% | +115.0% |
| YTD | +209.1% | +12.2% | +196.9% | +193.0% |
| 1Y | +365.4% | -16.3% | +381.7% | +392.6% |
| 3Y | +1,135.4% | +36.4% | +1,098.9% | +855.5% |
| All | +1,019.5% | +93.6% | +926.0% | +563.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling