+17,056.4%
STX vs XLK
+3,163.7%
+13,892.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.3% | +6.2% | +6.2% |
| 7D | +10.7% | +2.3% | +8.4% | +8.2% |
| 30D | +11.3% | -0.1% | +11.3% | +11.8% |
| 3M | +3.2% | +2.1% | +1.1% | +3.0% |
| 6M | +157.0% | +37.2% | +119.8% | +92.2% |
| YTD | +229.2% | +30.8% | +198.4% | +160.2% |
| 1Y | +381.8% | +42.6% | +339.2% | +252.5% |
| 3Y | +1,383.2% | +121.8% | +1,261.4% | +586.8% |
| 5Y | +1,144.9% | +145.7% | +999.2% | +413.1% |
| 10Y | +3,676.0% | +782.1% | +2,893.9% | +267.4% |
| All | +17,056.4% | +3,163.7% | +13,892.7% | +395.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling