-7.5%
AMCR vs STLD
+291.8%
-299.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.6% |
| 7D | -1.8% | +2.7% | -4.5% | -2.5% |
| 30D | -6.0% | -8.4% | +2.4% | -4.3% |
| 3M | +18.9% | -9.9% | +28.8% | +21.3% |
| 6M | +5.7% | +33.0% | -27.4% | -2.0% |
| YTD | +11.1% | +42.6% | -31.5% | +1.4% |
| 1Y | +14.4% | +80.8% | -66.3% | -1.2% |
| 3Y | +13.0% | +143.4% | -130.4% | -11.2% |
| 5Y | -7.5% | +293.4% | -301.0% | -36.4% |
| All | -7.5% | +291.8% | -299.3% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded STLD 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling