+47.8%
STLA vs RRC
+7.9%
+39.9%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | +0.7% | -1.2% | +2.0% | +0.9% |
| 30D | -2.4% | +9.4% | -11.8% | -3.8% |
| 3M | -23.9% | +7.4% | -31.3% | -24.9% |
| 6M | -24.6% | +1.5% | -26.1% | -25.2% |
| YTD | -50.5% | +19.4% | -69.9% | -52.3% |
| 1Y | -39.8% | +24.2% | -64.1% | -42.5% |
| 3Y | -65.6% | +32.8% | -98.4% | -67.8% |
| 5Y | -62.1% | +152.9% | -215.0% | -68.9% |
| 10Y | +47.8% | +3.9% | +43.9% | +28.3% |
| All | +47.8% | +7.9% | +39.9% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling