+2,071.0%
STX vs RRC
+63.1%
+2,008.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.3% | +9.5% | +9.8% |
| 7D | -14.8% | -10.3% | -4.4% | -13.4% |
| 30D | -35.4% | +19.5% | -54.8% | -37.0% |
| 3M | -37.7% | +27.9% | -65.6% | -40.1% |
| 6M | -35.2% | +21.2% | -56.4% | -37.4% |
| YTD | +84.4% | +39.6% | +44.8% | +73.9% |
| 1Y | +82.3% | +31.3% | +51.0% | +73.1% |
| 3Y | +646.2% | +51.9% | +594.3% | +586.4% |
| 5Y | +487.4% | +110.2% | +377.3% | +402.8% |
| 10Y | +2,071.0% | +56.7% | +2,014.4% | +1,419.7% |
| All | +2,071.0% | +63.1% | +2,008.0% | +1,419.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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