-40.9%
TSCO vs SU
+71.8%
-112.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.1% |
| 7D | +0.8% | +3.6% | -2.8% | +1.1% |
| 30D | +5.5% | +7.9% | -2.4% | +6.2% |
| 3M | +20.0% | +3.5% | +16.5% | +21.0% |
| 6M | -29.8% | +19.0% | -48.8% | -30.3% |
| YTD | -28.7% | +55.0% | -83.6% | -32.3% |
| 1Y | -40.9% | +71.2% | -112.1% | -44.5% |
| All | -40.9% | +71.8% | -112.8% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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