+16,011.1%
STX vs GE
+384.2%
+15,626.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.1% | +5.3% | +5.8% |
| 7D | +2.4% | -1.6% | +3.9% | +3.1% |
| 30D | +1.4% | -11.6% | +13.0% | +7.3% |
| 3M | -8.2% | +3.0% | -11.2% | -9.6% |
| 6M | +127.0% | -0.5% | +127.5% | +125.6% |
| YTD | +209.1% | +9.7% | +199.4% | +192.6% |
| 1Y | +365.4% | +20.0% | +345.4% | +322.6% |
| 3Y | +1,135.4% | +275.8% | +859.6% | +544.3% |
| 5Y | +991.5% | +429.1% | +562.4% | +375.2% |
| 10Y | +3,695.8% | +151.2% | +3,544.6% | +2,050.5% |
| All | +16,011.1% | +384.2% | +15,626.9% | +5,428.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling