+277.1%
STLD vs WCC
+139.9%
+137.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.7% | -1.6% | -2.6% |
| 7D | +2.9% | +9.9% | -7.0% | -1.0% |
| 30D | -5.6% | -8.4% | +2.9% | -2.7% |
| 3M | -11.7% | -10.3% | -1.4% | -8.8% |
| 6M | -2.8% | -10.5% | +7.7% | -0.4% |
| YTD | +36.4% | +32.2% | +4.3% | +17.2% |
| 1Y | +50.0% | +25.5% | +24.5% | +31.4% |
| 3Y | +122.3% | +134.7% | -12.4% | +38.4% |
| All | +277.1% | +139.9% | +137.2% | +118.7% |
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