+71.6%
AMAT vs STX
+100.4%
-28.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -2.9% |
| 7D | +19.3% | +16.8% | +2.5% | +10.0% |
| 30D | -17.9% | -27.0% | +9.1% | -3.9% |
| 3M | -30.4% | -37.9% | +7.4% | -13.6% |
| 6M | -11.4% | -32.5% | +21.0% | +6.5% |
| YTD | +48.8% | +98.6% | -49.8% | +13.3% |
| All | +71.6% | +100.4% | -28.8% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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