+91,924.8%
AAPL vs WCC
+1,713.7%
+90,211.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.9% | -6.4% | -3.4% |
| 7D | +0.1% | +4.5% | -4.4% | -1.0% |
| 30D | +3.0% | -5.8% | +8.8% | +4.1% |
| 3M | +2.9% | -3.7% | +6.6% | +2.7% |
| 6M | +22.1% | +23.1% | -1.0% | +14.3% |
| YTD | +18.0% | +44.2% | -26.1% | +6.0% |
| 1Y | +33.9% | +62.1% | -28.2% | +16.4% |
| 3Y | +71.2% | +121.1% | -49.9% | +32.0% |
| 5Y | +112.6% | +214.0% | -101.4% | +45.8% |
| 10Y | +1,198.8% | +472.8% | +726.0% | +599.6% |
| All | +91,924.8% | +1,713.7% | +90,211.0% | +27,761.0% |
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 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