-20.8%
STRL vs SYY
+3.6%
-24.4%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.7% |
| 7D | +23.4% | +1.3% | +22.1% | +23.4% |
| 30D | -39.5% | -3.5% | -36.0% | -39.5% |
| 3M | -45.1% | -9.3% | -35.7% | -44.2% |
| 6M | -64.6% | +5.9% | -70.5% | -66.6% |
| YTD | -1.5% | +6.5% | -8.0% | +2.2% |
| 1Y | -20.8% | +4.0% | -24.8% | -19.7% |
| All | -20.8% | +3.6% | -24.4% | -19.7% |
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 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