+1,430.7%
STX vs AMC
-97.8%
+1,528.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -12.5% | -3.8% | -15.6% |
| 7D | -33.4% | 0.0% | -33.4% | -33.4% |
| 30D | -42.1% | +4.4% | -46.5% | -42.2% |
| 3M | -44.3% | +15.4% | -59.6% | -44.8% |
| 6M | -39.4% | +93.7% | -133.1% | -42.3% |
| YTD | +70.0% | +97.4% | -27.5% | +61.1% |
| 1Y | +70.2% | +23.2% | +47.0% | +65.3% |
| 3Y | +585.2% | -71.3% | +656.4% | +595.0% |
| 5Y | +455.7% | -99.3% | +554.9% | +535.7% |
| 10Y | +2,007.9% | -98.7% | +2,106.6% | +2,106.5% |
| All | +1,430.7% | -97.8% | +1,528.5% | +1,429.9% |
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