+69,276.2%
ROST vs SU
+61,771.6%
+7,504.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.7% | -3.4% | -1.8% |
| 7D | -2.2% | +1.6% | -3.8% | -2.2% |
| 30D | -11.4% | +10.7% | -22.2% | -11.4% |
| 3M | -1.6% | +13.5% | -15.1% | -1.6% |
| 6M | +6.8% | +21.8% | -15.0% | +6.8% |
| YTD | +25.8% | +58.8% | -33.0% | +25.8% |
| 1Y | +52.4% | +72.0% | -19.6% | +52.4% |
| 3Y | +94.4% | +121.7% | -27.3% | +94.3% |
| 5Y | +108.2% | +350.4% | -242.2% | +108.1% |
| 10Y | +308.5% | +264.7% | +43.8% | +308.3% |
| All | +69,276.2% | +61,771.6% | +7,504.6% | +70,440.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 all: compounded portfolio wealth divided by compounded SU 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…
all analysis · Full analysis span regression · 6 months rolling