-39.1%
ALK vs WCN
+302.6%
-341.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.5% | +6.6% | +6.8% |
| 7D | +8.9% | +1.2% | +7.7% | +8.4% |
| 30D | +5.9% | +24.6% | -18.6% | -5.1% |
| 3M | -16.5% | +14.2% | -30.7% | -22.0% |
| 6M | +2.1% | +25.7% | -23.6% | -9.9% |
| YTD | -17.1% | +9.3% | -26.4% | -21.8% |
| 1Y | -2.9% | +15.3% | -18.2% | -11.3% |
| 3Y | +24.5% | +48.6% | -24.1% | -4.1% |
| 5Y | -29.1% | +46.9% | -76.0% | -46.2% |
| 10Y | -39.1% | +298.1% | -337.3% | -71.3% |
| All | -39.1% | +302.6% | -341.8% | -71.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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