+10,012.8%
STRL vs COO
+3,689.0%
+6,323.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.8% | +5.3% | +3.7% |
| 7D | -26.9% | +4.7% | -31.6% | -27.4% |
| 30D | -52.7% | +13.9% | -66.6% | -53.5% |
| 3M | -52.8% | -14.9% | -37.9% | -52.2% |
| 6M | -71.5% | +2.0% | -73.5% | -71.8% |
| YTD | -17.4% | -23.9% | +6.5% | -15.6% |
| 1Y | -35.0% | -9.6% | -25.3% | -34.9% |
| 3Y | +239.2% | -25.4% | +264.7% | +244.8% |
| 5Y | +830.2% | -41.2% | +871.3% | +866.6% |
| 10Y | +3,574.7% | +42.1% | +3,532.6% | +3,389.1% |
| All | +10,012.8% | +3,689.0% | +6,323.8% | +7,732.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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