+476.2%
STX vs SU
+230.1%
+246.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | +14.6% | +1.7% | +12.9% | +14.0% |
| 30D | -26.0% | -7.9% | -18.1% | -24.0% |
| 3M | -42.6% | +7.5% | -50.2% | -44.0% |
| 6M | -35.3% | +7.2% | -42.5% | -36.9% |
| YTD | +92.5% | +60.9% | +31.5% | +63.9% |
| 1Y | +102.4% | +63.6% | +38.7% | +71.2% |
| 3Y | +673.8% | +128.9% | +545.0% | +485.0% |
| All | +476.2% | +230.1% | +246.1% | +288.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling