+3,676.0%
STX vs WCC
+509.2%
+3,166.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.5% | +4.0% | +5.6% |
| 7D | +10.7% | +8.5% | +2.3% | +7.5% |
| 30D | +11.3% | -1.0% | +12.3% | +11.9% |
| 3M | +3.2% | +2.1% | +1.1% | +3.0% |
| 6M | +157.0% | +36.8% | +120.1% | +132.0% |
| YTD | +229.2% | +47.7% | +181.5% | +190.2% |
| 1Y | +381.8% | +66.5% | +315.3% | +308.1% |
| 3Y | +1,383.2% | +134.2% | +1,249.0% | +974.5% |
| 5Y | +1,144.9% | +231.6% | +913.2% | +676.7% |
| 10Y | +3,676.0% | +508.1% | +3,167.9% | +1,674.7% |
| All | +3,676.0% | +509.2% | +3,166.8% | +1,674.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling