+3,048.4%
STRL vs ROKU
+875.4%
+2,173.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.2% |
| 7D | +5.4% | -2.6% | +8.0% | +5.8% |
| 30D | -9.0% | +2.1% | -11.1% | -9.3% |
| 3M | -37.1% | +31.8% | -68.8% | -39.5% |
| 6M | +17.8% | +53.3% | -35.5% | +11.1% |
| YTD | +58.3% | +42.1% | +16.3% | +50.4% |
| 1Y | +61.0% | +62.3% | -1.3% | +50.5% |
| 3Y | +517.8% | +84.6% | +433.2% | +452.0% |
| 5Y | +2,119.0% | -53.1% | +2,172.1% | +2,018.5% |
| All | +3,048.4% | +875.4% | +2,173.0% | +2,238.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ROKU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling