+10,964.5%
ROST vs SRE
+1,553.2%
+9,411.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.0% |
| 7D | +0.2% | +1.4% | -1.2% | -0.3% |
| 30D | -10.0% | +1.9% | -11.9% | -10.8% |
| 3M | +1.2% | -3.3% | +4.5% | +2.0% |
| 6M | +8.9% | -6.4% | +15.4% | +10.9% |
| YTD | +28.1% | -1.8% | +29.9% | +27.9% |
| 1Y | +53.0% | +10.7% | +42.2% | +45.9% |
| 3Y | +97.9% | +31.8% | +66.1% | +71.8% |
| 5Y | +112.0% | +49.2% | +62.8% | +74.4% |
| 10Y | +303.0% | +118.5% | +184.4% | +184.7% |
| All | +10,964.5% | +1,553.2% | +9,411.3% | +3,738.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling