+16,011.1%
STX vs ZBRA
+1,221.7%
+14,789.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.9% | +5.7% |
| 7D | +2.4% | +1.8% | +0.6% | +1.5% |
| 30D | +1.4% | -1.7% | +3.1% | +2.1% |
| 3M | -8.2% | +47.8% | -56.0% | -25.6% |
| 6M | +127.0% | +56.7% | +70.3% | +76.9% |
| YTD | +209.1% | +49.4% | +159.8% | +144.5% |
| 1Y | +365.4% | +16.5% | +348.9% | +311.0% |
| 3Y | +1,135.4% | +31.5% | +1,103.9% | +888.8% |
| 5Y | +991.5% | -38.6% | +1,030.1% | +1,096.0% |
| 10Y | +3,695.8% | +421.0% | +3,274.9% | +1,144.9% |
| All | +16,011.1% | +1,221.7% | +14,789.4% | +2,101.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling