+588.0%
STX vs WEC
+53.8%
+534.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -1.7% |
| 7D | -28.5% | -0.2% | -28.3% | -28.4% |
| 30D | -42.9% | +12.3% | -55.2% | -41.3% |
| 3M | -45.9% | +8.3% | -54.2% | -44.7% |
| 6M | -41.3% | +3.5% | -44.8% | -40.5% |
| YTD | +67.9% | +12.7% | +55.2% | +70.9% |
| 1Y | +66.5% | +8.2% | +58.3% | +69.4% |
| 3Y | +588.0% | +55.9% | +532.1% | +592.2% |
| All | +588.0% | +53.8% | +534.1% | +592.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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