+26,339.8%
SCCO vs WST
+10,562.2%
+15,777.6%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.7% | -2.9% |
| 7D | -1.9% | +4.2% | -6.1% | -3.2% |
| 30D | -17.4% | +11.2% | -28.6% | -20.1% |
| 3M | -11.7% | +20.4% | -32.0% | -16.8% |
| 6M | -12.1% | +37.9% | -50.0% | -20.9% |
| YTD | +20.9% | +51.8% | -30.9% | +4.4% |
| 1Y | +31.3% | +56.6% | -25.3% | +12.3% |
| 3Y | +170.3% | +24.2% | +146.1% | +125.3% |
| 5Y | +240.8% | +0.7% | +240.1% | +195.5% |
| 10Y | +683.6% | +456.3% | +227.4% | +219.2% |
| All | +26,339.8% | +10,562.2% | +15,777.6% | +4,397.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling