+48,549.0%
STRL vs WCC
+1,713.7%
+46,835.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.9% | +1.9% | +4.4% |
| 7D | +3.4% | +4.5% | -1.1% | +1.9% |
| 30D | -9.2% | -5.8% | -3.4% | -7.2% |
| 3M | -51.0% | -3.7% | -47.4% | -49.9% |
| 6M | +15.8% | +23.1% | -7.3% | +10.1% |
| YTD | +58.9% | +44.2% | +14.7% | +43.4% |
| 1Y | +68.5% | +62.1% | +6.4% | +46.5% |
| 3Y | +485.2% | +121.1% | +364.1% | +356.2% |
| 5Y | +2,005.1% | +214.0% | +1,791.1% | +1,334.2% |
| 10Y | +7,118.0% | +472.8% | +6,645.2% | +3,792.0% |
| All | +48,549.0% | +1,713.7% | +46,835.3% | +22,170.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling