+109.8%
AAPL vs WCC
+228.2%
-118.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | 0.0% |
| 7D | -3.0% | +6.8% | -9.8% | -4.4% |
| 30D | +2.3% | -3.0% | +5.3% | +2.7% |
| 3M | +8.6% | +0.2% | +8.4% | +7.6% |
| 6M | +21.6% | +33.2% | -11.6% | +11.7% |
| YTD | +16.3% | +45.8% | -29.5% | +4.1% |
| 1Y | +35.1% | +68.4% | -33.3% | +15.9% |
| 3Y | +79.4% | +131.1% | -51.8% | +33.4% |
| 5Y | +109.8% | +225.6% | -115.8% | +30.1% |
| All | +109.8% | +228.2% | -118.4% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling