+3,574.7%
STX vs SYY
+112.2%
+3,462.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.7% |
| 7D | +9.6% | -0.2% | +9.8% | +9.6% |
| 30D | +10.6% | -2.7% | +13.3% | +11.5% |
| 3M | +4.8% | +5.9% | -1.1% | +2.1% |
| 6M | +137.3% | -2.3% | +139.6% | +136.4% |
| YTD | +222.5% | +13.1% | +209.4% | +205.3% |
| 1Y | +366.2% | +3.8% | +362.5% | +352.8% |
| 3Y | +1,352.9% | +26.7% | +1,326.2% | +1,196.9% |
| 5Y | +1,077.4% | +19.4% | +1,058.0% | +974.2% |
| All | +3,574.7% | +112.2% | +3,462.4% | +2,556.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling