+9,850.6%
ROL vs SU
+62,578.4%
-52,727.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.6% | +2.6% |
| 7D | +3.0% | +1.7% | +1.3% | +3.0% |
| 30D | +19.8% | -7.9% | +27.6% | +19.8% |
| 3M | +7.9% | +7.5% | +0.4% | +7.9% |
| 6M | -25.6% | +7.2% | -32.9% | -25.7% |
| YTD | -34.1% | +60.9% | -95.1% | -34.2% |
| 1Y | -31.4% | +63.6% | -95.0% | -31.4% |
| 3Y | +4.7% | +128.9% | -124.2% | +4.5% |
| 5Y | +15.6% | +228.3% | -212.7% | +15.4% |
| 10Y | +220.6% | +240.6% | -19.9% | +219.8% |
| All | +9,850.6% | +62,578.4% | -52,727.8% | +9,428.5% |
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 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