+10,012.8%
STRL vs SYY
+3,169.1%
+6,843.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +2.9% |
| 7D | -26.9% | -7.3% | -19.6% | -25.7% |
| 30D | -52.7% | +0.1% | -52.8% | -53.1% |
| 3M | -52.8% | -8.2% | -44.6% | -52.1% |
| 6M | -71.5% | +6.3% | -77.7% | -72.4% |
| YTD | -17.4% | +7.3% | -24.8% | -20.4% |
| 1Y | -35.0% | +8.5% | -43.4% | -37.6% |
| 3Y | +239.2% | +24.9% | +214.3% | +205.9% |
| 5Y | +830.2% | +8.0% | +822.1% | +772.3% |
| 10Y | +3,574.7% | +107.2% | +3,467.5% | +2,717.1% |
| All | +10,012.8% | +3,169.1% | +6,843.7% | +5,411.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling