+2,133.0%
STRL vs AEE
+43.4%
+2,089.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.3% | +3.0% |
| 7D | +10.1% | +1.3% | +8.8% | +9.8% |
| 30D | -8.2% | -1.2% | -7.0% | -7.9% |
| 3M | -43.7% | +1.0% | -44.7% | -44.2% |
| 6M | +27.1% | -2.3% | +29.4% | +26.8% |
| YTD | +64.0% | +9.1% | +54.9% | +58.5% |
| 1Y | +75.2% | +10.6% | +64.6% | +68.4% |
| 3Y | +539.9% | +48.5% | +491.4% | +455.8% |
| 5Y | +2,133.0% | +39.9% | +2,093.1% | +1,837.8% |
| All | +2,133.0% | +43.4% | +2,089.6% | +1,837.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling