+1,019.5%
STX vs SPOT
+107.9%
+911.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.2% | +9.5% | +6.9% |
| 7D | +2.4% | -0.9% | +3.3% | +2.5% |
| 30D | +1.4% | +12.5% | -11.1% | -1.4% |
| 3M | -8.2% | +9.9% | -18.1% | -10.9% |
| 6M | +127.0% | +1.6% | +125.5% | +122.3% |
| YTD | +209.1% | -6.6% | +215.7% | +206.6% |
| 1Y | +365.4% | -22.9% | +388.4% | +385.7% |
| 3Y | +1,135.4% | +244.3% | +891.1% | +709.1% |
| All | +1,019.5% | +107.9% | +911.6% | +630.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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