-39.0%
ALK vs WCN
+239.1%
-278.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.6% |
| 7D | +0.1% | -0.4% | +0.6% | +0.3% |
| 30D | -18.5% | -2.1% | -16.3% | -17.6% |
| 3M | -3.6% | +6.4% | -9.9% | -7.2% |
| 6M | -3.7% | -3.7% | 0.0% | -3.0% |
| YTD | -19.0% | -6.4% | -12.7% | -17.4% |
| 1Y | -36.0% | -7.9% | -28.1% | -34.4% |
| 3Y | +2.3% | +20.8% | -18.5% | -12.2% |
| 5Y | -27.8% | +29.0% | -56.7% | -41.9% |
| 10Y | -39.0% | +236.4% | -275.3% | -69.8% |
| All | -39.0% | +239.1% | -278.1% | -69.8% |
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