+350.4%
STX vs XHB
-16.2%
+366.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.3% | -2.1% |
| 7D | +8.0% | -5.2% | +13.2% | +9.3% |
| 30D | +5.1% | -12.1% | +17.2% | +8.3% |
| 3M | +5.8% | -6.2% | +12.0% | +5.7% |
| 6M | +124.9% | -6.7% | +131.7% | +122.5% |
| YTD | +213.9% | -5.5% | +219.4% | +209.5% |
| 1Y | +350.4% | -15.6% | +366.0% | +386.1% |
| All | +350.4% | -16.2% | +366.6% | +386.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 1y: compounded portfolio wealth divided by compounded XHB 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…
1y analysis · Full analysis span regression · 6 months rolling