+365.4%
STX vs SU
+71.8%
+293.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.7% | +7.0% | +6.5% |
| 7D | +2.4% | +3.6% | -1.2% | +1.2% |
| 30D | +1.4% | +7.9% | -6.5% | -0.9% |
| 3M | -8.2% | +3.5% | -11.7% | -7.9% |
| 6M | +127.0% | +19.0% | +108.1% | +107.0% |
| YTD | +209.1% | +55.0% | +154.2% | +144.4% |
| 1Y | +365.4% | +71.2% | +294.2% | +240.4% |
| All | +365.4% | +71.8% | +293.6% | +240.4% |
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