+16,011.1%
STX vs TXN
+2,387.2%
+13,623.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.8% | +4.5% | +5.2% |
| 7D | +2.4% | -0.1% | +2.4% | +2.4% |
| 30D | +1.4% | -6.9% | +8.3% | +6.2% |
| 3M | -8.2% | -14.9% | +6.7% | +2.7% |
| 6M | +127.0% | +29.0% | +98.0% | +92.5% |
| YTD | +209.1% | +51.5% | +157.7% | +139.7% |
| 1Y | +365.4% | +41.6% | +323.9% | +271.9% |
| 3Y | +1,135.4% | +65.8% | +1,069.6% | +749.4% |
| 5Y | +991.5% | +56.8% | +934.7% | +675.1% |
| 10Y | +3,695.8% | +387.5% | +3,308.4% | +1,152.1% |
| All | +16,011.1% | +2,387.2% | +13,623.9% | +1,893.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling