+102,442.7%
AAPL vs WCC
+1,563.0%
+100,879.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.8% |
| 7D | +4.1% | +9.9% | -5.8% | +1.8% |
| 30D | +4.0% | -8.4% | +12.4% | +5.4% |
| 3M | +16.8% | -10.3% | +27.1% | +18.3% |
| 6M | +19.4% | -10.5% | +29.9% | +19.9% |
| YTD | +31.5% | +32.2% | -0.7% | +19.4% |
| 1Y | +31.0% | +25.5% | +5.4% | +20.2% |
| 3Y | +95.3% | +134.7% | -39.4% | +47.3% |
| 5Y | +143.4% | +139.9% | +3.4% | +76.4% |
| 10Y | +1,330.5% | +433.5% | +897.1% | +678.5% |
| All | +102,442.7% | +1,563.0% | +100,879.6% | +31,267.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling