+2,027.5%
STX vs ZCMD
-100.0%
+2,127.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ZCMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -2.6% |
| 7D | +8.0% | -2.0% | +10.0% | +8.0% |
| 30D | +5.1% | -19.8% | +24.9% | +5.5% |
| 3M | +5.8% | -62.1% | +67.8% | +3.5% |
| 6M | +124.9% | -99.5% | +224.4% | +130.3% |
| YTD | +213.9% | -99.7% | +313.6% | +225.2% |
| 1Y | +350.4% | -99.9% | +450.3% | +373.6% |
| 3Y | +1,314.2% | -100.0% | +1,414.2% | +1,467.2% |
| 5Y | +1,092.8% | -100.0% | +1,192.8% | +1,224.9% |
| All | +2,027.5% | -100.0% | +2,127.5% | +2,642.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZCMD.
Daily Out/Under-Performance
Portfolio return minus ZCMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZCMD 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ZCMD 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling