+3,877.5%
STRL vs SYY
+86.7%
+3,790.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | 0.0% |
| 7D | -19.8% | +4.7% | -24.6% | -21.4% |
| 30D | -43.6% | -0.7% | -42.9% | -44.0% |
| 3M | -45.2% | -6.8% | -38.4% | -44.3% |
| 6M | -65.7% | +8.6% | -74.4% | -67.6% |
| YTD | -5.4% | +8.4% | -13.8% | -10.5% |
| 1Y | -24.7% | +7.1% | -31.8% | -28.5% |
| 3Y | +335.0% | +25.2% | +309.8% | +273.8% |
| 5Y | +915.3% | +13.0% | +902.3% | +802.6% |
| 10Y | +3,877.5% | +88.9% | +3,788.6% | +2,735.7% |
| All | +3,877.5% | +86.7% | +3,790.7% | +2,735.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling