+9,929.9%
STX vs AEE
+663.8%
+9,266.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -3.6% |
| 7D | +14.6% | +1.7% | +12.9% | +13.7% |
| 30D | -26.0% | +9.7% | -35.7% | -29.2% |
| 3M | -42.6% | +5.9% | -48.5% | -44.4% |
| 6M | -35.3% | +6.7% | -42.0% | -38.4% |
| YTD | +92.5% | +17.4% | +75.1% | +75.1% |
| 1Y | +102.4% | +12.7% | +89.7% | +87.5% |
| 3Y | +673.8% | +68.2% | +605.6% | +477.4% |
| 5Y | +463.1% | +57.3% | +405.8% | +326.2% |
| 10Y | +2,014.6% | +220.6% | +1,794.0% | +917.6% |
| All | +9,929.9% | +663.8% | +9,266.1% | +2,540.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling