+1,335.2%
STX vs XME
+134.1%
+1,201.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.2% |
| 7D | +2.4% | -0.1% | +2.5% | +2.4% |
| 30D | +1.4% | +6.0% | -4.6% | -3.0% |
| 3M | -8.2% | -7.7% | -0.5% | -3.8% |
| 6M | +127.0% | +1.0% | +126.1% | +124.2% |
| YTD | +209.1% | +14.6% | +194.5% | +183.4% |
| 1Y | +365.4% | +46.0% | +319.5% | +266.4% |
| All | +1,335.2% | +134.1% | +1,201.1% | +755.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 3y: compounded portfolio wealth divided by compounded XME 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…
3y analysis · Full analysis span regression · 6 months rolling