+362.7%
STX vs ELV
+29.9%
+332.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.8% | -1.7% |
| 7D | +9.6% | -2.2% | +11.8% | +10.0% |
| 30D | +10.6% | -0.2% | +10.8% | +10.4% |
| 3M | +4.8% | -6.1% | +10.9% | +6.8% |
| 6M | +137.3% | +42.8% | +94.4% | +103.1% |
| YTD | +222.5% | +14.4% | +208.1% | +189.0% |
| All | +362.7% | +29.9% | +332.8% | +321.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 1y: compounded portfolio wealth divided by compounded ELV 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…
1y analysis · Full analysis span regression · 6 months rolling