+71.6%
STX vs GE
+9.6%
+62.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.2% |
| 7D | -17.3% | +5.4% | -22.7% | -18.9% |
| 30D | -35.9% | +9.6% | -45.6% | -38.4% |
| 3M | -37.3% | -7.7% | -29.6% | -34.9% |
| 6M | -35.8% | +14.0% | -49.8% | -39.0% |
| YTD | +82.7% | +10.2% | +72.6% | +75.2% |
| 1Y | +71.6% | +8.9% | +62.7% | +74.3% |
| All | +71.6% | +9.6% | +62.0% | +74.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling