+3,621.5%
STX vs AAL
-65.6%
+3,687.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.3% | -2.1% |
| 7D | +9.6% | -1.3% | +10.9% | +9.9% |
| 30D | +10.6% | -13.7% | +24.3% | +14.7% |
| 3M | +4.8% | -8.2% | +13.0% | +6.0% |
| 6M | +137.3% | +13.1% | +124.1% | +126.8% |
| YTD | +222.5% | -15.6% | +238.1% | +230.0% |
| 1Y | +366.2% | +1.4% | +364.8% | +354.3% |
| 3Y | +1,352.9% | -7.4% | +1,360.3% | +1,283.1% |
| 5Y | +1,077.4% | -35.9% | +1,113.4% | +1,082.8% |
| 10Y | +3,621.5% | -65.1% | +3,686.6% | +4,084.0% |
| All | +3,621.5% | -65.6% | +3,687.1% | +4,084.0% |
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