+325.3%
STX vs SU
+67.3%
+258.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.7% |
| 7D | -2.3% | +2.2% | -4.5% | -2.9% |
| 30D | -5.5% | +8.4% | -13.9% | -7.8% |
| 3M | -4.3% | +12.1% | -16.4% | -6.5% |
| 6M | +115.6% | +19.7% | +95.9% | +96.2% |
| YTD | +202.2% | +58.4% | +143.8% | +133.1% |
| 1Y | +325.3% | +67.2% | +258.1% | +187.7% |
| All | +325.3% | +67.3% | +258.0% | +187.7% |
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