+1,376.8%
STX vs SBAC
-8.7%
+1,385.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -2.1% |
| 7D | +9.6% | +0.2% | +9.4% | +9.6% |
| 30D | +10.6% | +3.9% | +6.7% | +10.7% |
| 3M | +4.8% | -8.2% | +13.0% | +5.1% |
| 6M | +137.3% | -2.8% | +140.0% | +136.8% |
| YTD | +222.5% | -1.5% | +224.0% | +221.8% |
| 1Y | +366.2% | 0.0% | +366.2% | +365.0% |
| All | +1,376.8% | -8.7% | +1,385.6% | +1,377.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling