+1,080.4%
STLD vs WCC
+509.2%
+571.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.9% |
| 7D | +2.7% | +8.5% | -5.8% | -1.3% |
| 30D | -8.4% | -1.0% | -7.5% | -8.2% |
| 3M | -9.9% | +2.1% | -12.0% | -11.9% |
| 6M | +33.0% | +36.8% | -3.8% | +11.8% |
| YTD | +42.6% | +47.7% | -5.1% | +14.8% |
| 1Y | +80.8% | +66.5% | +14.2% | +35.9% |
| 3Y | +143.4% | +134.2% | +9.3% | +43.1% |
| 5Y | +293.4% | +231.6% | +61.8% | +80.6% |
| 10Y | +1,080.4% | +508.1% | +572.3% | +232.8% |
| All | +1,080.4% | +509.2% | +571.2% | +232.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling