-92.1%
AAOX vs WCC
+21.5%
-113.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | -9.9% | -5.0% | +9.6% |
| 7D | -50.3% | -8.8% | -41.5% | -37.2% |
| 30D | -79.8% | -16.0% | -63.8% | -65.4% |
| 3M | -85.9% | -15.2% | -70.7% | -74.3% |
| 6M | -95.7% | -8.4% | -87.3% | -92.4% |
| All | -92.1% | +21.5% | -113.6% | -90.0% |
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