+123.8%
STX vs WCC
+24.5%
+99.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -9.9% | +1.8% | 0.0% |
| 7D | -20.2% | -8.8% | -11.4% | -14.0% |
| 30D | -37.2% | -16.0% | -21.2% | -27.8% |
| 3M | -34.1% | -15.2% | -18.8% | -25.0% |
| 6M | -24.5% | -8.4% | -16.1% | -19.5% |
| YTD | +102.9% | +30.1% | +72.8% | +57.5% |
| 1Y | +123.8% | +26.4% | +97.4% | +77.6% |
| All | +123.8% | +24.5% | +99.3% | +77.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling