+16,011.1%
STX vs RIO
+1,963.6%
+14,047.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.4% | +5.9% | +6.2% |
| 7D | +2.4% | 0.0% | +2.4% | +2.4% |
| 30D | +1.4% | +4.0% | -2.6% | -0.5% |
| 3M | -8.2% | +0.1% | -8.3% | -8.2% |
| 6M | +127.0% | +12.7% | +114.3% | +116.9% |
| YTD | +209.1% | +35.6% | +173.6% | +175.7% |
| 1Y | +365.4% | +73.7% | +291.7% | +277.6% |
| 3Y | +1,135.4% | +93.3% | +1,042.1% | +852.0% |
| 5Y | +991.5% | +92.4% | +899.1% | +724.7% |
| 10Y | +3,695.8% | +606.9% | +3,088.9% | +1,588.4% |
| All | +16,011.1% | +1,963.6% | +14,047.5% | +3,388.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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