+123.8%
STX vs SU
+88.1%
+35.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.5% | -3.6% | -7.2% |
| 7D | -20.2% | -7.1% | -13.1% | -18.9% |
| 30D | -37.2% | +4.8% | -42.0% | -37.5% |
| 3M | -34.1% | +12.5% | -46.5% | -35.8% |
| 6M | -24.5% | +6.5% | -30.9% | -24.8% |
| YTD | +102.9% | +65.8% | +37.1% | +53.5% |
| 1Y | +123.8% | +86.2% | +37.6% | +47.2% |
| All | +123.8% | +88.1% | +35.7% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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