+3,574.7%
STX vs WCN
+239.1%
+3,335.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.7% |
| 7D | +9.6% | -1.7% | +11.3% | +10.1% |
| 30D | +10.6% | -3.0% | +13.6% | +11.4% |
| 3M | +4.8% | +2.5% | +2.2% | +2.5% |
| 6M | +137.3% | -5.7% | +142.9% | +138.0% |
| YTD | +222.5% | -7.4% | +229.9% | +224.5% |
| 1Y | +366.2% | -8.6% | +374.8% | +369.1% |
| 3Y | +1,352.9% | +19.4% | +1,333.5% | +1,150.3% |
| 5Y | +1,077.4% | +27.2% | +1,050.2% | +864.2% |
| All | +3,574.7% | +239.1% | +3,335.6% | +1,836.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling