+3,476.8%
STX vs WCN
+235.2%
+3,241.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.5% | -2.3% |
| 7D | +8.0% | -4.4% | +12.4% | +9.4% |
| 30D | +5.1% | -4.4% | +9.5% | +6.4% |
| 3M | +5.8% | +0.5% | +5.3% | +4.1% |
| 6M | +124.9% | -3.3% | +128.2% | +123.2% |
| YTD | +213.9% | -8.5% | +222.4% | +216.9% |
| 1Y | +350.4% | -8.9% | +359.3% | +353.0% |
| 3Y | +1,314.2% | +18.0% | +1,296.2% | +1,121.2% |
| 5Y | +1,092.8% | +25.0% | +1,067.8% | +883.4% |
| All | +3,476.8% | +235.2% | +3,241.6% | +1,791.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WCN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling