-68.8%
AAOX vs WCN
+2.6%
-71.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -1.2% | +11.7% | +5.7% |
| 7D | -2.5% | -0.6% | -1.9% | -4.9% |
| 30D | -41.1% | +0.4% | -41.5% | -38.5% |
| 3M | -84.7% | +7.3% | -92.0% | -76.5% |
| All | -68.8% | +2.6% | -71.4% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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 · Available span rolling