-62.1%
STLA vs WCC
+229.6%
-291.7%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.5% | -5.5% | -3.9% |
| 7D | +0.7% | +8.5% | -7.7% | -2.2% |
| 30D | -2.4% | -1.0% | -1.4% | -2.3% |
| 3M | -23.9% | +2.1% | -26.0% | -25.4% |
| 6M | -24.6% | +36.8% | -61.4% | -34.6% |
| YTD | -50.5% | +47.7% | -98.2% | -59.1% |
| 1Y | -39.8% | +66.5% | -106.4% | -53.1% |
| 3Y | -65.6% | +134.2% | -199.8% | -78.3% |
| 5Y | -62.1% | +231.6% | -293.7% | -82.3% |
| All | -62.1% | +229.6% | -291.7% | -82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling