+3,676.0%
STX vs SBAC
+76.8%
+3,599.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.4% | +6.9% | +6.6% |
| 7D | +10.7% | -0.1% | +10.8% | +10.7% |
| 30D | +11.3% | +3.2% | +8.0% | +10.3% |
| 3M | +3.2% | -5.1% | +8.3% | +3.8% |
| 6M | +157.0% | -2.1% | +159.1% | +154.0% |
| YTD | +229.2% | -0.5% | +229.7% | +222.9% |
| 1Y | +381.8% | +1.1% | +380.7% | +369.8% |
| 3Y | +1,383.2% | -7.4% | +1,390.6% | +1,339.7% |
| 5Y | +1,144.9% | -44.3% | +1,189.2% | +1,331.1% |
| 10Y | +3,676.0% | +77.6% | +3,598.5% | +2,740.4% |
| All | +3,676.0% | +76.8% | +3,599.2% | +2,740.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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