+124.8%
AAPL vs WCN
+25.5%
+99.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.1% | +4.7% | +4.0% |
| 7D | -0.5% | -4.4% | +3.9% | +1.1% |
| 30D | +7.1% | -4.4% | +11.5% | +8.8% |
| 3M | +12.1% | +0.5% | +11.6% | +11.6% |
| 6M | +25.4% | -3.3% | +28.7% | +26.4% |
| YTD | +20.5% | -8.5% | +28.9% | +23.9% |
| 1Y | +44.5% | -8.9% | +53.5% | +48.6% |
| 3Y | +85.8% | +18.0% | +67.7% | +64.1% |
| 5Y | +124.8% | +25.0% | +99.7% | +83.4% |
| All | +124.8% | +25.5% | +99.3% | +83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling