+7,301.3%
STRL vs BHP
+503.2%
+6,798.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +8.2% | +0.9% | +7.3% | +7.7% |
| 30D | -6.3% | +4.0% | -10.3% | -8.6% |
| 3M | -41.2% | +11.3% | -52.4% | -44.8% |
| 6M | +20.4% | +29.3% | -9.0% | +5.7% |
| YTD | +61.7% | +59.2% | +2.5% | +27.9% |
| 1Y | +72.7% | +80.8% | -8.1% | +28.3% |
| 3Y | +530.9% | +88.0% | +442.9% | +349.3% |
| 5Y | +2,125.4% | +126.6% | +1,998.8% | +1,258.2% |
| 10Y | +7,301.3% | +515.7% | +6,785.6% | +2,847.3% |
| All | +7,301.3% | +503.2% | +6,798.2% | +2,847.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BHP 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling