+708.1%
STX vs WCN
+50.7%
+657.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.6% | +9.4% | +10.3% |
| 7D | -1.0% | +0.4% | -1.4% | -0.8% |
| 30D | -26.8% | +25.3% | -52.1% | -18.8% |
| 3M | -32.7% | +15.4% | -48.1% | -27.2% |
| 6M | -33.7% | +27.8% | -61.6% | -27.0% |
| YTD | +101.0% | +10.6% | +90.4% | +121.7% |
| 1Y | +92.7% | +15.8% | +76.9% | +111.4% |
| All | +708.1% | +50.7% | +657.4% | +675.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling