+55,498.9%
STRL vs WCN
+6,839.3%
+48,659.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +6.9% | +6.0% |
| 7D | +3.4% | -0.6% | +4.0% | +3.5% |
| 30D | -9.2% | +0.4% | -9.7% | -9.4% |
| 3M | -51.0% | +7.3% | -58.4% | -52.1% |
| 6M | +15.8% | -2.5% | +18.3% | +15.1% |
| YTD | +58.9% | -5.4% | +64.2% | +58.6% |
| 1Y | +68.5% | -8.5% | +77.0% | +69.1% |
| 3Y | +485.2% | +20.8% | +464.4% | +449.8% |
| 5Y | +2,005.1% | +30.0% | +1,975.1% | +1,837.1% |
| 10Y | +7,118.0% | +238.4% | +6,879.5% | +5,407.6% |
| All | +55,498.9% | +6,839.3% | +48,659.5% | +29,963.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling