+375.9%
STX vs WCN
-7.6%
+383.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.0% | +7.5% | +5.5% |
| 7D | +10.7% | -0.4% | +11.2% | +10.4% |
| 30D | +11.3% | -2.1% | +13.4% | +9.4% |
| 3M | +3.2% | +6.4% | -3.2% | +9.3% |
| 6M | +157.0% | -3.7% | +160.7% | +158.5% |
| YTD | +229.2% | -6.4% | +235.6% | +225.6% |
| All | +375.9% | -7.6% | +383.6% | +394.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling