+483.8%
STX vs AMC
-99.1%
+582.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.0% |
| 7D | -17.3% | +5.5% | -22.8% | -17.5% |
| 30D | -35.9% | +16.1% | -52.0% | -36.5% |
| 3M | -37.3% | +43.0% | -80.3% | -38.9% |
| 6M | -35.8% | +130.7% | -166.5% | -40.4% |
| YTD | +82.7% | +121.8% | -39.1% | +69.2% |
| 1Y | +71.6% | +40.7% | +31.0% | +63.8% |
| 3Y | +635.3% | -56.8% | +692.1% | +632.5% |
| 5Y | +483.8% | -99.1% | +582.9% | +627.0% |
| All | +483.8% | -99.1% | +582.9% | +627.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling