+1,383.2%
STX vs AEE
+49.7%
+1,333.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.0% | +5.5% | +6.5% |
| 7D | +10.7% | +1.3% | +9.4% | +10.8% |
| 30D | +11.3% | -1.2% | +12.5% | +11.2% |
| 3M | +3.2% | +1.0% | +2.2% | +2.2% |
| 6M | +157.0% | -2.3% | +159.3% | +155.4% |
| YTD | +229.2% | +9.1% | +220.1% | +222.4% |
| 1Y | +381.8% | +10.6% | +371.3% | +370.4% |
| 3Y | +1,383.2% | +48.5% | +1,334.7% | +1,291.2% |
| All | +1,383.2% | +49.7% | +1,333.5% | +1,291.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling