+13.8%
STZ vs STLA
-61.8%
+75.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.6% | -0.7% |
| 7D | -0.9% | -11.6% | +10.7% | 0.0% |
| 30D | +14.9% | -6.2% | +21.1% | +15.5% |
| 3M | +8.4% | -24.6% | +33.0% | +10.6% |
| 6M | +2.8% | -44.9% | +47.7% | +6.8% |
| YTD | +7.5% | -62.3% | +69.8% | +14.5% |
| All | +13.8% | -61.8% | +75.6% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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