+32.6%
ACI vs WCC
+824.4%
-791.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.7% | -1.5% |
| 7D | -5.3% | +3.3% | -8.6% | -5.5% |
| 30D | +5.0% | -9.4% | +14.5% | +5.4% |
| 3M | +7.5% | -10.5% | +18.0% | +7.8% |
| 6M | -16.0% | -10.4% | -5.6% | -16.0% |
| YTD | -20.6% | +34.4% | -55.1% | -23.5% |
| 1Y | -23.5% | +27.7% | -51.2% | -26.0% |
| 3Y | -32.1% | +137.9% | -170.1% | -39.8% |
| 5Y | -42.5% | +147.0% | -189.5% | -50.8% |
| All | +32.6% | +824.4% | -791.9% | +0.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling