+3,255.1%
STRL vs SPXU
-100.0%
+3,355.1%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.3% | +4.5% | +6.3% |
| 7D | +3.4% | -0.1% | +3.5% | +3.4% |
| 30D | -9.2% | +0.8% | -10.1% | -8.7% |
| 3M | -51.0% | -4.7% | -46.3% | -51.0% |
| 6M | +15.8% | -29.6% | +45.4% | +4.7% |
| YTD | +58.9% | -29.9% | +88.7% | +44.6% |
| 1Y | +68.5% | -39.1% | +107.6% | +48.3% |
| 3Y | +485.2% | -80.0% | +565.2% | +287.9% |
| 5Y | +2,005.1% | -86.0% | +2,091.2% | +1,341.6% |
| 10Y | +7,118.0% | -99.5% | +7,217.5% | +1,833.7% |
| All | +3,255.1% | -100.0% | +3,355.1% | +173.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling