+942.9%
STRL vs RRC
+132.2%
+810.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.6% |
| 7D | +23.4% | +2.5% | +20.9% | +22.7% |
| 30D | -39.5% | +21.1% | -60.7% | -42.2% |
| 3M | -45.1% | +28.4% | -73.4% | -48.4% |
| 6M | -64.6% | +26.5% | -91.0% | -66.8% |
| YTD | -1.5% | +47.0% | -48.5% | -12.1% |
| 1Y | -20.8% | +35.2% | -56.0% | -27.8% |
| 3Y | +353.1% | +61.0% | +292.1% | +294.3% |
| 5Y | +942.9% | +133.6% | +809.3% | +707.7% |
| All | +942.9% | +132.2% | +810.7% | +707.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling