+151,613.1%
AAPL vs WCN
+6,767.3%
+144,845.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.9% |
| 7D | -2.7% | -0.4% | -2.3% | -2.6% |
| 30D | +1.0% | -2.1% | +3.1% | +1.6% |
| 3M | +5.0% | +6.4% | -1.4% | +3.1% |
| 6M | +23.0% | -3.7% | +26.7% | +23.7% |
| YTD | +16.6% | -6.4% | +23.0% | +18.0% |
| 1Y | +33.4% | -7.9% | +41.4% | +35.3% |
| 3Y | +79.9% | +20.8% | +59.1% | +69.1% |
| 5Y | +109.0% | +29.0% | +80.0% | +93.0% |
| 10Y | +1,210.4% | +236.4% | +974.1% | +878.0% |
| All | +151,613.1% | +6,767.3% | +144,845.8% | +75,811.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling