+8,652.1%
STX vs WCC
+6,448.0%
+2,204.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -2.0% |
| 7D | -28.5% | -14.7% | -13.8% | -23.6% |
| 30D | -42.9% | -20.1% | -22.9% | -37.3% |
| 3M | -45.9% | -21.2% | -24.8% | -40.3% |
| 6M | -41.3% | -19.2% | -22.1% | -35.5% |
| YTD | +67.9% | +20.2% | +47.7% | +59.4% |
| 1Y | +66.5% | +14.5% | +52.1% | +61.1% |
| 3Y | +588.0% | +115.1% | +472.8% | +402.1% |
| 5Y | +449.1% | +121.5% | +327.6% | +276.8% |
| 10Y | +1,982.8% | +468.1% | +1,514.7% | +775.8% |
| All | +8,652.1% | +6,448.0% | +2,204.1% | +1,822.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling