+3,621.5%
STX vs GE
+146.2%
+3,475.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.8% | -1.0% |
| 7D | +9.6% | -1.2% | +10.8% | +10.1% |
| 30D | +10.6% | -11.3% | +21.9% | +15.6% |
| 3M | +4.8% | -1.4% | +6.2% | +5.3% |
| 6M | +137.3% | +1.2% | +136.0% | +134.8% |
| YTD | +222.5% | +5.9% | +216.6% | +213.3% |
| 1Y | +366.2% | +18.4% | +347.8% | +335.3% |
| 3Y | +1,352.9% | +271.0% | +1,081.9% | +793.6% |
| 5Y | +1,077.4% | +417.9% | +659.5% | +532.4% |
| 10Y | +3,621.5% | +152.0% | +3,469.5% | +2,005.8% |
| All | +3,621.5% | +146.2% | +3,475.3% | +2,005.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 10y: compounded portfolio wealth divided by compounded GE 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…
10y analysis · Full analysis span regression · 6 months rolling