+25,182.0%
STRL vs WCC
+1,412.6%
+23,769.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +2.7% |
| 7D | -26.9% | -14.7% | -12.2% | -21.8% |
| 30D | -52.7% | -20.1% | -32.6% | -48.1% |
| 3M | -52.8% | -21.2% | -31.7% | -47.8% |
| 6M | -71.5% | -19.2% | -52.3% | -68.4% |
| YTD | -17.4% | +20.2% | -37.7% | -19.3% |
| 1Y | -35.0% | +14.5% | -49.4% | -35.2% |
| 3Y | +239.2% | +115.1% | +124.1% | +173.1% |
| 5Y | +830.2% | +121.5% | +708.7% | +622.4% |
| 10Y | +3,574.7% | +468.1% | +3,106.6% | +1,958.6% |
| All | +25,182.0% | +1,412.6% | +23,769.4% | +12,434.6% |
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