+19,359.6%
STRL vs AZO
+30,895.2%
-11,535.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.2% | +5.6% |
| 7D | +3.4% | +0.7% | +2.7% | +3.2% |
| 30D | -9.2% | -2.7% | -6.5% | -8.7% |
| 3M | -51.0% | -3.2% | -47.8% | -51.2% |
| 6M | +15.8% | -19.7% | +35.5% | +20.9% |
| YTD | +58.9% | -12.0% | +70.9% | +61.8% |
| 1Y | +68.5% | -29.5% | +98.0% | +80.7% |
| 3Y | +485.2% | +17.3% | +467.9% | +443.4% |
| 5Y | +2,005.1% | +94.1% | +1,911.0% | +1,597.2% |
| 10Y | +7,118.0% | +303.3% | +6,814.7% | +4,693.6% |
| All | +19,359.6% | +30,895.2% | -11,535.6% | +7,937.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling