+31,611.1%
SCCO vs WST
+8,599.3%
+23,011.8%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.1% |
| 7D | -5.3% | +0.7% | -6.0% | -5.5% |
| 30D | +2.7% | -3.1% | +5.8% | +3.7% |
| 3M | +4.2% | +7.2% | -3.0% | +1.8% |
| 6M | -0.6% | +36.8% | -37.4% | -10.9% |
| YTD | +45.0% | +23.8% | +21.1% | +33.8% |
| 1Y | +109.3% | +37.8% | +71.5% | +85.7% |
| 3Y | +180.8% | -15.9% | +196.7% | +167.6% |
| 5Y | +314.3% | -25.8% | +340.1% | +297.8% |
| 10Y | +1,083.3% | +319.6% | +763.7% | +430.5% |
| All | +31,611.1% | +8,599.3% | +23,011.8% | +5,661.6% |
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