-98.2%
AAOX vs WCC
-11.8%
-86.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -1.7% | -9.2% | -6.2% |
| 7D | -3.4% | +9.9% | -13.3% | -24.9% |
| 30D | -72.8% | -8.4% | -64.4% | -59.5% |
| 3M | -90.7% | -10.3% | -80.3% | -82.7% |
| 6M | -98.2% | -10.5% | -87.7% | -96.8% |
| All | -98.2% | -11.8% | -86.4% | -96.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling