+2,125.4%
STRL vs SCCO
+355.0%
+1,770.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.6% |
| 7D | +8.2% | +2.4% | +5.8% | +6.8% |
| 30D | -6.3% | +6.4% | -12.7% | -9.7% |
| 3M | -41.2% | +21.6% | -62.8% | -47.0% |
| 6M | +20.4% | +13.4% | +7.0% | +12.5% |
| YTD | +61.7% | +52.6% | +9.1% | +33.2% |
| 1Y | +72.7% | +122.4% | -49.7% | +22.8% |
| 3Y | +530.9% | +208.5% | +322.5% | +280.7% |
| 5Y | +2,125.4% | +353.9% | +1,771.5% | +1,015.1% |
| All | +2,125.4% | +355.0% | +1,770.4% | +1,015.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling