+8,798.6%
ROL vs SU
+60,758.6%
-51,960.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.4% | -2.5% |
| 7D | -3.4% | -1.0% | -2.5% | -3.4% |
| 30D | -6.9% | +13.7% | -20.6% | -7.0% |
| 3M | -24.6% | +8.0% | -32.6% | -24.6% |
| 6M | -39.5% | +21.0% | -60.5% | -39.6% |
| YTD | -41.1% | +56.2% | -97.4% | -41.1% |
| 1Y | -37.9% | +72.2% | -110.1% | -38.0% |
| 3Y | +0.8% | +118.1% | -117.3% | +0.7% |
| 5Y | -4.7% | +350.3% | -355.0% | -4.9% |
| 10Y | +207.9% | +248.5% | -40.6% | +207.1% |
| All | +8,798.6% | +60,758.6% | -51,960.0% | +8,421.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling