+10,249.8%
STX vs EVRG
+1,965.3%
+8,284.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +16.8% | +1.0% | +15.9% | +16.4% |
| 30D | -27.0% | +7.5% | -34.5% | -29.6% |
| 3M | -37.9% | +6.8% | -44.7% | -40.0% |
| 6M | -32.5% | +7.7% | -40.2% | -35.7% |
| YTD | +98.6% | +24.9% | +73.7% | +76.4% |
| 1Y | +93.6% | +18.1% | +75.5% | +76.4% |
| 3Y | +699.1% | +101.9% | +597.2% | +458.4% |
| 5Y | +481.0% | +67.0% | +414.0% | +335.6% |
| 10Y | +2,082.0% | +123.3% | +1,958.7% | +1,215.7% |
| All | +10,249.8% | +1,965.3% | +8,284.5% | +2,361.5% |
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