+6,906.6%
STRL vs RRX
+216.7%
+6,689.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.1% | -0.8% |
| 7D | +5.4% | -3.7% | +9.1% | +8.1% |
| 30D | -9.0% | -9.3% | +0.3% | -2.7% |
| 3M | -37.1% | -21.8% | -15.3% | -26.2% |
| 6M | +17.8% | -22.0% | +39.8% | +41.1% |
| YTD | +58.3% | +11.9% | +46.4% | +49.2% |
| 1Y | +61.0% | +11.6% | +49.4% | +52.1% |
| 3Y | +517.8% | +2.2% | +515.6% | +482.3% |
| 5Y | +2,119.0% | +14.9% | +2,104.2% | +1,749.8% |
| All | +6,906.6% | +216.7% | +6,689.9% | +2,950.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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