+75.2%
STRL vs EIX
+15.0%
+60.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.5% | -1.3% | +3.0% |
| 7D | +10.1% | +0.9% | +9.2% | +10.0% |
| 30D | -8.2% | -13.5% | +5.3% | -7.3% |
| 3M | -43.7% | -15.3% | -28.4% | -43.6% |
| 6M | +27.1% | -15.3% | +42.4% | +26.7% |
| YTD | +64.0% | +2.7% | +61.3% | +59.7% |
| 1Y | +75.2% | +17.4% | +57.7% | +64.3% |
| All | +75.2% | +15.0% | +60.2% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 1y: compounded portfolio wealth divided by compounded EIX 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…
1y analysis · Full analysis span regression · 6 months rolling