+68.5%
STRL vs RRC
+23.4%
+45.2%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.9% | +6.6% | +5.6% |
| 7D | +3.4% | +1.3% | +2.1% | +3.6% |
| 30D | -9.2% | +10.1% | -19.4% | -8.3% |
| 3M | -51.0% | +4.0% | -55.0% | -50.4% |
| 6M | +15.8% | +1.6% | +14.2% | +16.9% |
| YTD | +58.9% | +19.7% | +39.2% | +57.0% |
| 1Y | +68.5% | +21.4% | +47.1% | +81.3% |
| All | +68.5% | +23.4% | +45.2% | +81.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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