+27.4%
AMAT vs STX
+131.7%
-104.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +6.3% | -2.0% | +0.5% |
| 7D | -1.5% | +2.4% | -3.9% | -2.9% |
| 30D | -14.8% | +1.4% | -16.2% | -16.9% |
| 3M | -9.3% | -8.2% | -1.1% | -6.1% |
| 6M | +27.4% | +127.0% | -99.6% | -23.8% |
| All | +27.4% | +131.7% | -104.3% | -23.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling