+19.3%
ACI vs WCC
+902.8%
-883.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.3% |
| 7D | -5.0% | +6.8% | -11.9% | -5.5% |
| 30D | -2.3% | -3.0% | +0.7% | -2.2% |
| 3M | -23.2% | +0.2% | -23.4% | -23.4% |
| 6M | -29.5% | +33.2% | -62.6% | -31.5% |
| YTD | -28.6% | +45.8% | -74.4% | -31.3% |
| 1Y | -34.0% | +68.4% | -102.4% | -37.5% |
| 3Y | -45.0% | +131.1% | -176.1% | -50.7% |
| 5Y | -44.0% | +225.6% | -269.6% | -53.1% |
| All | +19.3% | +902.8% | -883.6% | -9.7% |
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 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