+9,929.9%
STX vs WCN
+2,940.9%
+6,989.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | +14.6% | +2.6% | +12.0% | +13.4% |
| 30D | -26.0% | +23.9% | -49.9% | -33.6% |
| 3M | -42.6% | +17.4% | -60.0% | -47.5% |
| 6M | -35.3% | +28.0% | -63.3% | -44.3% |
| YTD | +92.5% | +11.6% | +80.9% | +74.9% |
| 1Y | +102.4% | +16.9% | +85.5% | +79.2% |
| 3Y | +673.8% | +51.6% | +622.2% | +480.7% |
| 5Y | +463.1% | +48.0% | +415.1% | +321.7% |
| 10Y | +2,014.6% | +322.6% | +1,692.0% | +757.1% |
| All | +9,929.9% | +2,940.9% | +6,989.0% | +1,252.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling