+539.5%
STRL vs AZO
+11.4%
+528.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.4% |
| 7D | +8.2% | -0.8% | +9.0% | +8.2% |
| 30D | -6.3% | -5.1% | -1.2% | -6.2% |
| 3M | -41.2% | -7.2% | -34.0% | -41.0% |
| 6M | +20.4% | -20.7% | +41.1% | +24.5% |
| YTD | +61.7% | -14.2% | +75.9% | +65.6% |
| 1Y | +72.7% | -32.2% | +104.9% | +84.0% |
| All | +539.5% | +11.4% | +528.1% | +426.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling