+26.3%
ACI vs WCC
+891.4%
-865.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -0.6% |
| 7D | +0.2% | +4.5% | -4.3% | -0.1% |
| 30D | +5.9% | -5.8% | +11.7% | +6.3% |
| 3M | -19.8% | -3.7% | -16.1% | -19.7% |
| 6M | -24.7% | +23.1% | -47.8% | -26.4% |
| YTD | -24.4% | +44.2% | -68.5% | -27.2% |
| 1Y | -31.5% | +62.1% | -93.6% | -34.9% |
| 3Y | -38.7% | +121.1% | -159.8% | -44.8% |
| 5Y | -42.8% | +214.0% | -256.8% | -52.0% |
| All | +26.3% | +891.4% | -865.1% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling