+9,929.9%
STX vs SONY
+282.1%
+9,647.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.5% | -4.6% | -3.7% |
| 7D | +14.6% | +0.3% | +14.3% | +14.4% |
| 30D | -26.0% | +11.1% | -37.1% | -29.9% |
| 3M | -42.6% | +14.7% | -57.3% | -46.8% |
| 6M | -35.3% | +18.8% | -54.0% | -41.7% |
| YTD | +92.5% | +5.7% | +86.7% | +81.7% |
| 1Y | +102.4% | -8.1% | +110.4% | +102.8% |
| 3Y | +673.8% | +64.0% | +609.8% | +486.9% |
| 5Y | +463.1% | +12.6% | +450.4% | +395.3% |
| 10Y | +2,014.6% | +373.8% | +1,640.8% | +855.0% |
| All | +9,929.9% | +282.1% | +9,647.7% | +3,686.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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