+1,885.2%
STX vs SPOT
+227.0%
+1,658.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.2% | +9.5% | +7.0% |
| 7D | +2.4% | -0.9% | +3.3% | +2.5% |
| 30D | +1.4% | +12.5% | -11.1% | -1.6% |
| 3M | -8.2% | +9.9% | -18.1% | -11.0% |
| 6M | +127.0% | +1.6% | +125.5% | +121.9% |
| YTD | +209.1% | -6.6% | +215.7% | +205.1% |
| 1Y | +365.4% | -22.9% | +388.4% | +381.7% |
| 3Y | +1,135.4% | +244.3% | +891.1% | +742.3% |
| 5Y | +991.5% | +117.8% | +873.7% | +668.1% |
| All | +1,885.2% | +227.0% | +1,658.3% | +947.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling