+1,077.4%
STX vs TXN
+58.9%
+1,018.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.0% | -3.1% | -2.7% |
| 7D | +9.6% | +2.7% | +6.9% | +7.8% |
| 30D | +10.6% | -6.7% | +17.3% | +15.9% |
| 3M | +4.8% | -8.9% | +13.7% | +12.4% |
| 6M | +137.3% | +34.7% | +102.6% | +96.2% |
| YTD | +222.5% | +53.3% | +169.2% | +150.1% |
| 1Y | +366.2% | +45.0% | +321.2% | +269.9% |
| 3Y | +1,352.9% | +73.1% | +1,279.8% | +842.5% |
| 5Y | +1,077.4% | +59.9% | +1,017.5% | +680.6% |
| All | +1,077.4% | +58.9% | +1,018.5% | +680.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TXN.
Daily Out/Under-Performance
Portfolio return minus TXN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXN 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 TXN 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