+1,019.5%
STX vs WCC
+216.1%
+803.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.9% | +2.5% | +4.6% |
| 7D | +2.4% | +4.5% | -2.1% | +0.4% |
| 30D | +1.4% | -5.8% | +7.2% | +4.3% |
| 3M | -8.2% | -3.7% | -4.6% | -6.2% |
| 6M | +127.0% | +23.1% | +104.0% | +109.6% |
| YTD | +209.1% | +44.2% | +165.0% | +169.0% |
| 1Y | +365.4% | +62.1% | +303.3% | +287.5% |
| 3Y | +1,135.4% | +121.1% | +1,014.3% | +765.7% |
| All | +1,019.5% | +216.1% | +803.5% | +497.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling