+634.8%
STX vs SYY
+25.3%
+609.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | -17.3% | +4.7% | -22.0% | -17.4% |
| 30D | -35.9% | -0.7% | -35.3% | -36.0% |
| 3M | -37.3% | -6.8% | -30.5% | -36.9% |
| 6M | -35.8% | +8.6% | -44.5% | -37.5% |
| YTD | +82.7% | +8.4% | +74.3% | +79.2% |
| 1Y | +71.6% | +7.1% | +64.5% | +68.4% |
| All | +634.8% | +25.3% | +609.5% | +601.3% |
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 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