+325.3%
STX vs XLK
+38.8%
+286.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.1% | -5.9% |
| 7D | -2.3% | +0.2% | -2.5% | -2.6% |
| 30D | -5.5% | -0.6% | -4.8% | -4.2% |
| 3M | -4.3% | +2.6% | -6.9% | -6.6% |
| 6M | +115.6% | +34.0% | +81.7% | +33.0% |
| YTD | +202.2% | +30.7% | +171.5% | +97.7% |
| 1Y | +325.3% | +39.2% | +286.1% | +144.6% |
| All | +325.3% | +38.8% | +286.5% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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