+3,676.0%
STX vs XRT
+123.1%
+3,552.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.2% | +8.6% | +7.8% |
| 7D | +10.7% | -0.3% | +11.0% | +10.8% |
| 30D | +11.3% | -5.6% | +16.9% | +14.9% |
| 3M | +3.2% | +2.5% | +0.7% | -0.3% |
| 6M | +157.0% | +3.7% | +153.3% | +146.2% |
| YTD | +229.2% | +1.0% | +228.2% | +221.0% |
| 1Y | +381.8% | -1.2% | +383.0% | +375.3% |
| 3Y | +1,383.2% | +43.4% | +1,339.8% | +1,039.5% |
| 5Y | +1,144.9% | -0.7% | +1,145.6% | +1,078.6% |
| 10Y | +3,676.0% | +123.7% | +3,552.3% | +1,925.0% |
| All | +3,676.0% | +123.1% | +3,552.9% | +1,925.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling