+1,019.5%
STX vs SBAC
-43.7%
+1,063.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.1% | +7.4% | +6.5% |
| 7D | +2.4% | -0.8% | +3.1% | +2.4% |
| 30D | +1.4% | +6.9% | -5.5% | +0.5% |
| 3M | -8.2% | -8.2% | 0.0% | -7.2% |
| 6M | +127.0% | -1.6% | +128.7% | +125.5% |
| YTD | +209.1% | -0.1% | +209.3% | +205.7% |
| 1Y | +365.4% | -0.5% | +365.9% | +360.1% |
| 3Y | +1,135.4% | -9.1% | +1,144.5% | +1,118.9% |
| All | +1,019.5% | -43.7% | +1,063.2% | +1,134.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling