+16,011.1%
STX vs WCC
+7,751.7%
+8,259.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.9% | +2.5% | +4.9% |
| 7D | +2.4% | +4.5% | -2.1% | +0.7% |
| 30D | +1.4% | -5.8% | +7.2% | +3.9% |
| 3M | -8.2% | -3.7% | -4.6% | -6.3% |
| 6M | +127.0% | +23.1% | +104.0% | +111.7% |
| YTD | +209.1% | +44.2% | +165.0% | +172.3% |
| 1Y | +365.4% | +62.1% | +303.3% | +292.2% |
| 3Y | +1,135.4% | +121.1% | +1,014.3% | +782.0% |
| 5Y | +991.5% | +214.0% | +777.5% | +553.5% |
| 10Y | +3,695.8% | +472.8% | +3,223.0% | +1,479.4% |
| All | +16,011.1% | +7,751.7% | +8,259.4% | +3,183.5% |
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