+3,676.0%
STX vs THC
+952.2%
+2,723.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.3% | +8.7% | +6.8% |
| 7D | +10.7% | -2.6% | +13.3% | +11.2% |
| 30D | +11.3% | -1.2% | +12.4% | +11.4% |
| 3M | +3.2% | +58.9% | -55.7% | -5.6% |
| 6M | +157.0% | +9.3% | +147.6% | +150.2% |
| YTD | +229.2% | +30.4% | +198.8% | +210.4% |
| 1Y | +381.8% | +34.6% | +347.2% | +350.7% |
| 3Y | +1,383.2% | +246.7% | +1,136.5% | +1,070.0% |
| 5Y | +1,144.9% | +244.5% | +900.3% | +856.4% |
| 10Y | +3,676.0% | +950.1% | +2,725.9% | +2,206.7% |
| All | +3,676.0% | +952.2% | +2,723.8% | +2,206.7% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded THC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling