+1,972.8%
STX vs AAL
-68.3%
+2,041.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.8% |
| 7D | +14.6% | -0.1% | +14.7% | +14.7% |
| 30D | -26.0% | +11.7% | -37.7% | -28.1% |
| 3M | -42.6% | -12.5% | -30.1% | -40.8% |
| 6M | -35.3% | +3.6% | -38.9% | -36.7% |
| YTD | +92.5% | -14.1% | +106.5% | +95.7% |
| 1Y | +102.4% | +0.8% | +101.6% | +97.5% |
| 3Y | +673.8% | +11.8% | +662.0% | +604.5% |
| 5Y | +463.1% | -35.1% | +498.1% | +464.0% |
| All | +1,972.8% | -68.3% | +2,041.1% | +2,245.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 10y: compounded portfolio wealth divided by compounded AAL 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…
10y analysis · Full analysis span regression · 6 months rolling