-70.2%
AAOX vs WCC
+31.8%
-102.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -3.2% | -5.3% | -0.9% |
| 7D | +5.4% | +1.7% | +3.7% | +2.6% |
| 30D | -47.7% | -6.1% | -41.7% | -34.6% |
| 3M | -78.6% | +3.1% | -81.7% | -74.8% |
| All | -70.2% | +31.8% | -102.0% | -73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling