+3,676.0%
STX vs Z
-7.0%
+3,683.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -6.4% | +12.9% | +7.6% |
| 7D | +10.7% | -3.3% | +14.0% | +11.2% |
| 30D | +11.3% | -3.7% | +15.0% | +11.3% |
| 3M | +3.2% | -7.0% | +10.2% | +2.8% |
| 6M | +157.0% | -29.5% | +186.5% | +169.3% |
| YTD | +229.2% | -52.6% | +281.8% | +270.0% |
| 1Y | +381.8% | -64.0% | +445.9% | +468.6% |
| 3Y | +1,383.2% | -36.4% | +1,419.6% | +1,402.3% |
| 5Y | +1,144.9% | -65.8% | +1,210.6% | +1,232.5% |
| 10Y | +3,676.0% | -5.8% | +3,681.8% | +2,778.8% |
| All | +3,676.0% | -7.0% | +3,683.0% | +2,778.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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