+7,301.3%
STRL vs XPO
+1,410.5%
+5,890.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -0.2% |
| 7D | +8.2% | -0.9% | +9.1% | +8.6% |
| 30D | -6.3% | -8.1% | +1.8% | -3.0% |
| 3M | -41.2% | -19.0% | -22.2% | -36.0% |
| 6M | +20.4% | -5.2% | +25.5% | +23.8% |
| YTD | +61.7% | +35.6% | +26.1% | +44.4% |
| 1Y | +72.7% | +41.1% | +31.6% | +50.4% |
| 3Y | +530.9% | +157.9% | +373.0% | +319.3% |
| 5Y | +2,125.4% | +265.6% | +1,859.8% | +1,118.5% |
| 10Y | +7,301.3% | +1,516.8% | +5,784.5% | +2,236.7% |
| All | +7,301.3% | +1,410.5% | +5,890.9% | +2,236.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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