+9,929.9%
STX vs SU
+1,435.2%
+8,494.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | +14.6% | +1.7% | +12.9% | +13.9% |
| 30D | -26.0% | -7.9% | -18.1% | -23.8% |
| 3M | -42.6% | +7.5% | -50.2% | -44.2% |
| 6M | -35.3% | +7.2% | -42.5% | -37.2% |
| YTD | +92.5% | +60.9% | +31.5% | +62.2% |
| 1Y | +102.4% | +63.6% | +38.7% | +69.3% |
| 3Y | +673.8% | +128.9% | +545.0% | +470.4% |
| 5Y | +463.1% | +228.3% | +234.8% | +254.6% |
| 10Y | +2,014.6% | +240.6% | +1,774.0% | +1,080.8% |
| All | +9,929.9% | +1,435.2% | +8,494.6% | +4,678.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling