+2,082.1%
STRL vs AZO
+85.8%
+1,996.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.4% |
| 7D | +5.0% | -3.6% | +8.6% | +5.6% |
| 30D | -6.9% | -5.6% | -1.4% | -6.2% |
| 3M | -39.1% | -6.6% | -32.4% | -38.8% |
| 6M | +21.5% | -22.5% | +44.0% | +27.7% |
| YTD | +66.9% | -15.2% | +82.1% | +71.5% |
| 1Y | +61.6% | -33.9% | +95.6% | +76.3% |
| 3Y | +560.0% | +11.8% | +548.2% | +490.3% |
| All | +2,082.1% | +85.8% | +1,996.3% | +1,633.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling