+2,108.4%
STX vs AMC
-98.7%
+2,207.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -1.2% | +11.1% | +10.0% |
| 7D | -1.0% | -2.8% | +1.9% | -0.7% |
| 30D | -26.8% | +14.0% | -40.8% | -27.2% |
| 3M | -32.7% | +42.5% | -75.2% | -34.0% |
| 6M | -33.7% | +142.6% | -176.3% | -37.3% |
| YTD | +101.0% | +119.2% | -18.2% | +90.5% |
| 1Y | +92.7% | +40.7% | +52.0% | +86.5% |
| 3Y | +708.7% | -57.3% | +766.0% | +704.5% |
| 5Y | +504.0% | -99.1% | +603.1% | +577.0% |
| 10Y | +2,108.4% | -98.7% | +2,207.1% | +1,932.2% |
| All | +2,108.4% | -98.7% | +2,207.0% | +1,932.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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