+588.0%
STX vs GE
+277.0%
+311.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -2.4% |
| 7D | -28.5% | +7.1% | -35.6% | -30.6% |
| 30D | -42.9% | +6.5% | -49.4% | -44.5% |
| 3M | -45.9% | -13.6% | -32.3% | -42.4% |
| 6M | -41.3% | +6.0% | -47.3% | -42.8% |
| YTD | +67.9% | +5.4% | +62.6% | +62.7% |
| 1Y | +66.5% | +6.5% | +60.1% | +60.6% |
| 3Y | +588.0% | +268.6% | +319.4% | +300.3% |
| All | +588.0% | +277.0% | +311.0% | +300.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling