+1,407.6%
STX vs AAL
-7.9%
+1,415.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.7% | +8.2% | +6.9% |
| 7D | +10.7% | -0.3% | +11.1% | +10.8% |
| 30D | +11.3% | -19.0% | +30.3% | +17.4% |
| 3M | +3.2% | -5.1% | +8.3% | +3.3% |
| 6M | +157.0% | +15.5% | +141.5% | +141.9% |
| YTD | +229.2% | -15.8% | +245.0% | +235.3% |
| 1Y | +381.8% | -0.3% | +382.2% | +367.0% |
| All | +1,407.6% | -7.9% | +1,415.5% | +1,285.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling