+1,077.4%
STX vs ZBRA
-40.4%
+1,117.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.1% | -1.2% |
| 7D | +9.6% | -1.8% | +11.4% | +10.2% |
| 30D | +10.6% | -8.8% | +19.4% | +14.5% |
| 3M | +4.8% | +47.2% | -42.4% | -12.3% |
| 6M | +137.3% | +61.3% | +75.9% | +89.3% |
| YTD | +222.5% | +42.0% | +180.5% | +169.8% |
| 1Y | +366.2% | +10.5% | +355.8% | +331.5% |
| 3Y | +1,352.9% | +34.5% | +1,318.4% | +1,102.0% |
| 5Y | +1,077.4% | -40.3% | +1,117.7% | +1,251.8% |
| All | +1,077.4% | -40.4% | +1,117.8% | +1,251.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 5y: compounded portfolio wealth divided by compounded ZBRA 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…
5y analysis · Full analysis span regression · 6 months rolling