+7,301.3%
STRL vs SPXU
-99.5%
+7,400.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -0.8% |
| 7D | +8.2% | +1.3% | +6.9% | +8.8% |
| 30D | -6.3% | +5.1% | -11.4% | -4.0% |
| 3M | -41.2% | -9.1% | -32.1% | -42.7% |
| 6M | +20.4% | -29.6% | +49.9% | +8.5% |
| YTD | +61.7% | -27.7% | +89.4% | +48.8% |
| 1Y | +72.7% | -37.0% | +109.7% | +53.9% |
| 3Y | +530.9% | -80.2% | +611.1% | +320.0% |
| 5Y | +2,125.4% | -86.0% | +2,211.4% | +1,439.8% |
| 10Y | +7,301.3% | -99.5% | +7,400.9% | +1,878.8% |
| All | +7,301.3% | -99.5% | +7,400.9% | +1,878.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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