+16.8%
AMCR vs STLD
+1,092.9%
-1,076.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.8% |
| 7D | -6.3% | -2.8% | -3.5% | -5.6% |
| 30D | -7.1% | -10.4% | +3.3% | -4.6% |
| 3M | +12.7% | -10.6% | +23.3% | +15.4% |
| 6M | +5.2% | +32.7% | -27.5% | -3.4% |
| YTD | +8.1% | +42.8% | -34.7% | -2.7% |
| 1Y | +11.7% | +86.9% | -75.2% | -6.7% |
| 3Y | +9.9% | +143.8% | -133.9% | -17.1% |
| 5Y | -8.7% | +293.5% | -302.2% | -42.4% |
| 10Y | +16.8% | +1,122.7% | -1,105.9% | -47.8% |
| All | +16.8% | +1,092.9% | -1,076.0% | -47.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling