+6,969.0%
WDC vs STX
+10,374.7%
-3,405.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +10.0% | -1.7% | +1.2% |
| 7D | -3.2% | -1.0% | -2.3% | -2.0% |
| 30D | -19.0% | -26.8% | +7.7% | +2.0% |
| 3M | -28.4% | -32.7% | +4.3% | -4.3% |
| 6M | -39.2% | -33.7% | -5.5% | -15.6% |
| YTD | +82.1% | +101.0% | -18.9% | +18.5% |
| 1Y | +84.7% | +92.7% | -8.0% | +24.3% |
| 3Y | +825.6% | +708.7% | +116.9% | +134.7% |
| 5Y | +608.2% | +504.0% | +104.2% | +115.6% |
| 10Y | +695.1% | +2,108.4% | -1,413.2% | +3.9% |
| All | +6,969.0% | +10,374.7% | -3,405.7% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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