+365.4%
STX vs SYY
+1.0%
+364.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.3% | +7.6% | +6.3% |
| 7D | +2.4% | -2.3% | +4.7% | +2.3% |
| 30D | +1.4% | -4.9% | +6.3% | +1.3% |
| 3M | -8.2% | +8.4% | -16.6% | -10.0% |
| 6M | +127.0% | -7.4% | +134.4% | +123.0% |
| YTD | +209.1% | +11.0% | +198.2% | +221.0% |
| 1Y | +365.4% | -0.2% | +365.7% | +375.2% |
| All | +365.4% | +1.0% | +364.5% | +375.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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