+3,676.0%
STX vs RRC
+7.9%
+3,668.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.3% | +6.7% | +6.5% |
| 7D | +10.7% | -1.2% | +11.9% | +10.9% |
| 30D | +11.3% | +9.4% | +1.8% | +9.7% |
| 3M | +3.2% | +7.4% | -4.2% | +1.8% |
| 6M | +157.0% | +1.5% | +155.5% | +154.9% |
| YTD | +229.2% | +19.4% | +209.8% | +218.3% |
| 1Y | +381.8% | +24.2% | +357.6% | +360.8% |
| 3Y | +1,383.2% | +32.8% | +1,350.4% | +1,290.8% |
| 5Y | +1,144.9% | +152.9% | +992.0% | +943.3% |
| 10Y | +3,676.0% | +3.9% | +3,672.2% | +2,794.3% |
| All | +3,676.0% | +7.9% | +3,668.1% | +2,794.3% |
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