-34.0%
ACI vs WCC
+66.8%
-100.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.1% | -2.5% |
| 7D | -5.0% | +6.8% | -11.9% | -4.6% |
| 30D | -2.3% | -3.0% | +0.7% | -2.4% |
| 3M | -23.2% | +0.2% | -23.4% | -22.7% |
| 6M | -29.5% | +33.2% | -62.6% | -29.2% |
| YTD | -28.6% | +45.8% | -74.4% | -28.2% |
| 1Y | -34.0% | +68.4% | -102.4% | -34.5% |
| All | -34.0% | +66.8% | -100.9% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling