+1,376.8%
STX vs SYY
+26.6%
+1,350.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.2% |
| 7D | +9.6% | -0.2% | +9.8% | +9.6% |
| 30D | +10.6% | -2.7% | +13.3% | +10.9% |
| 3M | +4.8% | +5.9% | -1.1% | +3.4% |
| 6M | +137.3% | -2.3% | +139.6% | +135.8% |
| YTD | +222.5% | +13.1% | +209.4% | +215.4% |
| 1Y | +366.2% | +3.8% | +362.5% | +362.0% |
| All | +1,376.8% | +26.6% | +1,350.2% | +1,347.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling