+1,376.8%
STX vs SU
+120.6%
+1,256.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.5% |
| 7D | +9.6% | +1.6% | +8.0% | +9.1% |
| 30D | +10.6% | +10.7% | -0.1% | +7.2% |
| 3M | +4.8% | +13.5% | -8.7% | +0.9% |
| 6M | +137.3% | +21.8% | +115.4% | +121.4% |
| YTD | +222.5% | +58.8% | +163.6% | +176.3% |
| 1Y | +366.2% | +72.0% | +294.2% | +288.4% |
| All | +1,376.8% | +120.6% | +1,256.3% | +1,089.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling