+45.0%
SCCO vs WST
+47.3%
-2.3%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.8% |
| 7D | -7.9% | +1.3% | -9.2% | -8.1% |
| 30D | -13.0% | +8.5% | -21.5% | -14.3% |
| 3M | -6.9% | +17.2% | -24.1% | -9.5% |
| 6M | +11.0% | +36.3% | -25.3% | +4.6% |
| YTD | +30.3% | +48.9% | -18.6% | +22.7% |
| 1Y | +45.0% | +42.9% | +2.1% | +38.5% |
| All | +45.0% | +47.3% | -2.3% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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