+2,108.4%
STX vs WCC
+453.1%
+1,655.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +3.3% | +6.7% | +8.7% |
| 7D | -1.0% | +3.3% | -4.3% | -1.6% |
| 30D | -26.8% | -9.4% | -17.3% | -23.3% |
| 3M | -32.7% | -10.5% | -22.2% | -29.3% |
| 6M | -33.7% | -10.4% | -23.3% | -30.2% |
| YTD | +101.0% | +34.4% | +66.6% | +84.7% |
| 1Y | +92.7% | +27.7% | +65.0% | +80.3% |
| 3Y | +708.7% | +137.9% | +570.8% | +492.1% |
| 5Y | +504.0% | +147.0% | +357.0% | +317.6% |
| 10Y | +2,108.4% | +442.5% | +1,665.9% | +1,086.6% |
| All | +2,108.4% | +453.1% | +1,655.2% | +1,086.6% |
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 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