+2,557.3%
SOXX vs STLD
+12,575.6%
-10,018.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.9% |
| 7D | +5.6% | +2.7% | +3.0% | +4.6% |
| 30D | -2.7% | -8.4% | +5.7% | -0.1% |
| 3M | -7.5% | -9.9% | +2.4% | -5.0% |
| 6M | +63.5% | +33.0% | +30.5% | +47.3% |
| YTD | +75.7% | +42.6% | +33.1% | +54.0% |
| 1Y | +113.3% | +80.8% | +32.6% | +72.2% |
| 3Y | +227.4% | +143.4% | +84.0% | +136.4% |
| 5Y | +256.2% | +293.4% | -37.3% | +112.1% |
| 10Y | +1,512.5% | +1,080.4% | +432.1% | +515.9% |
| All | +2,557.3% | +12,575.6% | -10,018.3% | +182.1% |
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 1990-01-01 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling