+8.5%
AAL vs WCC
+26.8%
-18.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -1.2% |
| 7D | +3.4% | +3.3% | +0.1% | +2.1% |
| 30D | +11.7% | -9.4% | +21.2% | +14.4% |
| 3M | -7.8% | -10.5% | +2.7% | -5.6% |
| 6M | +10.2% | -10.4% | +20.6% | +12.0% |
| YTD | -8.0% | +34.4% | -42.4% | -24.6% |
| 1Y | +8.5% | +27.7% | -19.1% | -9.8% |
| All | +8.5% | +26.8% | -18.2% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 1y: compounded portfolio wealth divided by compounded WCC 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…
1y analysis · Full analysis span regression · 6 months rolling