+7,285.0%
STRL vs AZO
+296.8%
+6,988.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.5% |
| 7D | +5.0% | -3.6% | +8.6% | +6.3% |
| 30D | -6.9% | -5.6% | -1.4% | -5.3% |
| 3M | -39.1% | -6.6% | -32.4% | -38.6% |
| 6M | +21.5% | -22.5% | +44.0% | +30.7% |
| YTD | +66.9% | -15.2% | +82.1% | +73.2% |
| 1Y | +61.6% | -33.9% | +95.6% | +82.7% |
| 3Y | +560.0% | +11.8% | +548.2% | +489.2% |
| 5Y | +2,238.9% | +85.5% | +2,153.3% | +1,538.2% |
| All | +7,285.0% | +296.8% | +6,988.2% | +3,878.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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