+3,115.3%
STRL vs ROKU
+867.7%
+2,247.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -1.2% |
| 7D | +8.2% | -3.0% | +11.2% | +8.6% |
| 30D | -6.3% | +0.7% | -7.0% | -6.4% |
| 3M | -41.2% | +26.5% | -67.7% | -43.2% |
| 6M | +20.4% | +52.6% | -32.3% | +13.5% |
| YTD | +61.7% | +40.9% | +20.8% | +53.8% |
| 1Y | +72.7% | +57.6% | +15.1% | +62.0% |
| 3Y | +530.9% | +83.2% | +447.7% | +464.4% |
| 5Y | +2,125.4% | -54.8% | +2,180.2% | +2,032.6% |
| All | +3,115.3% | +867.7% | +2,247.5% | +2,291.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling