+16,011.1%
STX vs EVRG
+1,807.8%
+14,203.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.8% | +6.6% |
| 7D | +2.4% | +1.1% | +1.2% | +1.8% |
| 30D | +1.4% | -1.0% | +2.4% | +1.8% |
| 3M | -8.2% | +0.4% | -8.6% | -9.1% |
| 6M | +127.0% | -0.8% | +127.9% | +125.4% |
| YTD | +209.1% | +15.3% | +193.8% | +185.9% |
| 1Y | +365.4% | +17.9% | +347.5% | +325.1% |
| 3Y | +1,135.4% | +71.9% | +1,063.5% | +832.3% |
| 5Y | +991.5% | +45.3% | +946.3% | +776.8% |
| 10Y | +3,695.8% | +113.1% | +3,582.8% | +2,241.1% |
| All | +16,011.1% | +1,807.8% | +14,203.3% | +3,889.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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