+9,929.9%
STX vs ZBRA
+1,080.6%
+8,849.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.0% | -4.0% |
| 7D | +14.6% | +0.6% | +14.0% | +14.4% |
| 30D | -26.0% | -14.0% | -11.9% | -20.5% |
| 3M | -42.6% | -14.7% | -28.0% | -38.3% |
| 6M | -35.3% | +31.3% | -66.6% | -44.8% |
| YTD | +92.5% | +33.4% | +59.0% | +60.2% |
| 1Y | +102.4% | +34.1% | +68.3% | +68.1% |
| 3Y | +673.8% | +59.9% | +613.9% | +466.4% |
| 5Y | +463.1% | -45.3% | +508.3% | +552.2% |
| 10Y | +2,014.6% | +384.4% | +1,630.1% | +615.4% |
| All | +9,929.9% | +1,080.6% | +8,849.3% | +1,342.8% |
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