-39.6%
STLA vs WCC
+69.0%
-108.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.5% | -5.5% | -3.3% |
| 7D | +0.7% | +8.5% | -7.7% | 0.0% |
| 30D | -2.4% | -1.0% | -1.4% | -2.4% |
| 3M | -23.9% | +2.1% | -26.0% | -23.8% |
| 6M | -24.6% | +36.8% | -61.4% | -26.8% |
| YTD | -50.5% | +47.7% | -98.2% | -53.9% |
| All | -39.6% | +69.0% | -108.6% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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