+7,301.3%
STRL vs RJF
+428.4%
+6,872.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | +8.2% | -0.3% | +8.5% | +8.3% |
| 30D | -6.3% | -2.0% | -4.3% | -5.3% |
| 3M | -41.2% | +16.3% | -57.5% | -47.6% |
| 6M | +20.4% | +16.9% | +3.5% | +7.2% |
| YTD | +61.7% | +10.4% | +51.3% | +48.2% |
| 1Y | +72.7% | +7.4% | +65.3% | +61.6% |
| 3Y | +530.9% | +72.2% | +458.7% | +337.2% |
| 5Y | +2,125.4% | +105.1% | +2,020.3% | +1,229.8% |
| 10Y | +7,301.3% | +430.9% | +6,870.4% | +2,369.7% |
| All | +7,301.3% | +428.4% | +6,872.9% | +2,369.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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