+16,706.2%
STX vs REGN
+3,848.0%
+12,858.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | +9.6% | -5.2% | +14.8% | +10.7% |
| 30D | +10.6% | +0.1% | +10.5% | +10.3% |
| 3M | +4.8% | +31.2% | -26.4% | -1.7% |
| 6M | +137.3% | +3.6% | +133.6% | +133.2% |
| YTD | +222.5% | +5.0% | +217.4% | +216.1% |
| 1Y | +366.2% | +45.9% | +320.4% | +324.2% |
| 3Y | +1,352.9% | -1.9% | +1,354.8% | +1,318.9% |
| 5Y | +1,077.4% | +26.2% | +1,051.3% | +979.6% |
| 10Y | +3,621.5% | +112.1% | +3,509.4% | +2,863.2% |
| All | +16,706.2% | +3,848.0% | +12,858.1% | +6,379.5% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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