+365.4%
STX vs AEE
+8.8%
+356.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.1% | +6.3% | +6.4% |
| 7D | +2.4% | +0.3% | +2.0% | +2.5% |
| 30D | +1.4% | -2.3% | +3.7% | +0.1% |
| 3M | -8.2% | +0.2% | -8.4% | -10.5% |
| 6M | +127.0% | -4.7% | +131.8% | +122.3% |
| YTD | +209.1% | +8.1% | +201.0% | +208.7% |
| 1Y | +365.4% | +8.5% | +356.9% | +379.8% |
| All | +365.4% | +8.8% | +356.6% | +379.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling