+7,663.5%
STX vs AAL
-28.9%
+7,692.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.1% | +10.1% | +10.0% |
| 7D | -1.0% | +3.4% | -4.4% | -1.4% |
| 30D | -26.8% | +11.7% | -38.5% | -28.3% |
| 3M | -32.7% | -7.8% | -24.9% | -31.8% |
| 6M | -33.7% | +10.2% | -44.0% | -35.5% |
| YTD | +101.0% | -8.0% | +109.0% | +101.4% |
| 1Y | +92.7% | +8.5% | +84.2% | +87.1% |
| 3Y | +708.7% | +19.5% | +689.2% | +650.7% |
| 5Y | +504.0% | -33.9% | +537.9% | +508.6% |
| 10Y | +2,108.4% | -66.0% | +2,174.4% | +2,156.5% |
| All | +7,663.5% | -28.9% | +7,692.5% | +5,489.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling