+68.5%
STRL vs SYY
+1.0%
+67.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.3% | +7.0% | +5.9% |
| 7D | +3.4% | -2.3% | +5.7% | +3.7% |
| 30D | -9.2% | -4.9% | -4.3% | -8.5% |
| 3M | -51.0% | +8.4% | -59.4% | -52.8% |
| 6M | +15.8% | -7.4% | +23.1% | +15.0% |
| YTD | +58.9% | +11.0% | +47.9% | +65.8% |
| 1Y | +68.5% | -0.2% | +68.8% | +71.6% |
| All | +68.5% | +1.0% | +67.6% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling