+7,285.0%
STRL vs SCCO
+1,104.1%
+6,180.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.3% | +5.7% | +5.6% |
| 7D | +5.0% | -2.7% | +7.7% | +6.3% |
| 30D | -6.9% | -0.7% | -6.2% | -7.2% |
| 3M | -39.1% | +8.1% | -47.1% | -41.7% |
| 6M | +21.5% | +4.1% | +17.4% | +19.2% |
| YTD | +66.9% | +41.1% | +25.8% | +42.7% |
| 1Y | +61.6% | +95.6% | -33.9% | +20.3% |
| 3Y | +560.0% | +179.3% | +380.8% | +306.8% |
| 5Y | +2,238.9% | +308.3% | +1,930.6% | +1,068.1% |
| All | +7,285.0% | +1,104.1% | +6,180.9% | +2,185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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