+1,335.2%
STX vs GE
+282.6%
+1,052.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.3% | +5.9% |
| 7D | +2.4% | -1.6% | +3.9% | +3.1% |
| 30D | +1.4% | -11.6% | +13.0% | +6.8% |
| 3M | -8.2% | +3.0% | -11.2% | -9.4% |
| 6M | +127.0% | -0.5% | +127.5% | +126.1% |
| YTD | +209.1% | +9.7% | +199.4% | +194.7% |
| 1Y | +365.4% | +20.0% | +345.4% | +327.9% |
| All | +1,335.2% | +282.6% | +1,052.6% | +799.2% |
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