+799.0%
STRL vs RY
+124.6%
+674.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -2.9% | -11.0% | -11.4% |
| 7D | -34.6% | -1.1% | -33.5% | -34.2% |
| 30D | -56.7% | +4.4% | -61.1% | -58.5% |
| 3M | -54.4% | -2.9% | -51.5% | -53.4% |
| 6M | -69.7% | +15.6% | -85.3% | -73.2% |
| YTD | -20.2% | +21.8% | -42.0% | -32.2% |
| 1Y | -40.6% | +42.6% | -83.1% | -55.0% |
| 3Y | +221.7% | +160.9% | +60.8% | +55.1% |
| 5Y | +799.0% | +126.1% | +672.9% | +382.0% |
| All | +799.0% | +124.6% | +674.4% | +382.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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