+2,684.3%
STX vs AMC
-98.1%
+2,782.4%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.3% | +2.0% | +6.1% |
| 7D | +2.4% | +2.3% | 0.0% | +2.2% |
| 30D | +1.4% | -0.7% | +2.1% | +1.3% |
| 3M | -8.2% | +35.2% | -43.4% | -10.5% |
| 6M | +127.0% | +124.6% | +2.4% | +114.2% |
| YTD | +209.1% | +69.9% | +139.3% | +195.8% |
| 1Y | +365.4% | -2.6% | +368.0% | +358.0% |
| 3Y | +1,135.4% | -79.8% | +1,215.2% | +1,167.3% |
| 5Y | +991.5% | -99.4% | +1,090.9% | +1,161.4% |
| 10Y | +3,695.8% | -98.9% | +3,794.7% | +3,869.8% |
| All | +2,684.3% | -98.1% | +2,782.4% | +2,708.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling