-66.5%
STLA vs WCN
+20.9%
-87.4%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.0% | -2.9% |
| 7D | +0.7% | -0.4% | +1.2% | +0.8% |
| 30D | -2.4% | -2.1% | -0.2% | -2.1% |
| 3M | -23.9% | +6.4% | -30.2% | -24.4% |
| 6M | -24.6% | -3.7% | -20.9% | -23.6% |
| YTD | -50.5% | -6.4% | -44.2% | -49.6% |
| 1Y | -39.8% | -7.9% | -31.9% | -38.3% |
| All | -66.5% | +20.9% | -87.4% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling