+64.3%
TWLO vs STZ
+14.7%
+49.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.3% | -5.5% | +1.5% |
| 7D | -15.9% | +13.0% | -28.8% | -12.3% |
| 30D | -29.0% | +29.4% | -58.5% | -23.6% |
| 3M | +10.0% | +11.6% | -1.6% | +15.2% |
| 6M | +12.6% | -0.2% | +12.8% | +14.2% |
| YTD | +50.1% | +8.6% | +41.5% | +51.1% |
| 1Y | +64.3% | +15.9% | +48.3% | +63.7% |
| All | +64.3% | +14.7% | +49.5% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling