+3,476.8%
STX vs AEE
+191.3%
+3,285.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.4% | -2.3% |
| 7D | +8.0% | -0.7% | +8.7% | +8.2% |
| 30D | +5.1% | -2.0% | +7.1% | +5.7% |
| 3M | +5.8% | -2.8% | +8.6% | +5.8% |
| 6M | +124.9% | -3.6% | +128.5% | +125.1% |
| YTD | +213.9% | +7.3% | +206.6% | +203.0% |
| 1Y | +350.4% | +8.7% | +341.7% | +331.8% |
| 3Y | +1,314.2% | +46.0% | +1,268.2% | +1,108.2% |
| 5Y | +1,092.8% | +39.8% | +1,053.0% | +923.8% |
| All | +3,476.8% | +191.3% | +3,285.5% | +2,355.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling