+3,877.5%
STRL vs AEE
+211.4%
+3,666.0%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -19.8% | +3.0% | -22.8% | -20.8% |
| 30D | -43.6% | +11.2% | -54.8% | -45.9% |
| 3M | -45.2% | +7.0% | -52.2% | -46.7% |
| 6M | -65.7% | +5.7% | -71.4% | -66.8% |
| YTD | -5.4% | +16.2% | -21.7% | -11.8% |
| 1Y | -24.7% | +12.0% | -36.7% | -28.7% |
| 3Y | +335.0% | +63.4% | +271.7% | +247.6% |
| 5Y | +915.3% | +56.0% | +859.2% | +718.0% |
| 10Y | +3,877.5% | +217.4% | +3,660.1% | +2,428.6% |
| All | +3,877.5% | +211.4% | +3,666.0% | +2,428.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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