+16,011.1%
STX vs WCN
+2,479.5%
+13,531.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.5% | +6.9% |
| 7D | +2.4% | -0.6% | +3.0% | +2.6% |
| 30D | +1.4% | +0.4% | +0.9% | +1.0% |
| 3M | -8.2% | +7.3% | -15.5% | -12.9% |
| 6M | +127.0% | -2.5% | +129.5% | +123.7% |
| YTD | +209.1% | -5.4% | +214.5% | +207.1% |
| 1Y | +365.4% | -8.5% | +373.9% | +366.8% |
| 3Y | +1,135.4% | +20.8% | +1,114.6% | +945.2% |
| 5Y | +991.5% | +30.0% | +961.5% | +774.6% |
| 10Y | +3,695.8% | +238.4% | +3,457.4% | +1,633.0% |
| All | +16,011.1% | +2,479.5% | +13,531.6% | +2,275.0% |
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