+3,676.0%
STX vs ROL
+203.4%
+3,472.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ROL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.5% | +9.0% | +7.0% |
| 7D | +10.7% | -3.4% | +14.2% | +11.5% |
| 30D | +11.3% | -6.9% | +18.2% | +12.8% |
| 3M | +3.2% | -24.6% | +27.8% | +8.8% |
| 6M | +157.0% | -39.5% | +196.5% | +186.0% |
| YTD | +229.2% | -41.1% | +270.3% | +266.0% |
| 1Y | +381.8% | -37.9% | +419.8% | +424.3% |
| 3Y | +1,383.2% | +0.8% | +1,382.4% | +1,257.1% |
| 5Y | +1,144.9% | -4.7% | +1,149.6% | +1,029.2% |
| 10Y | +3,676.0% | +207.9% | +3,468.1% | +1,694.8% |
| All | +3,676.0% | +203.4% | +3,472.6% | +1,694.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROL.
Daily Out/Under-Performance
Portfolio return minus ROL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ROL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling