+34.4%
ACI vs WCC
+794.6%
-760.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -0.6% | -9.9% | +9.3% | -0.2% |
| 30D | +9.5% | -13.4% | +22.9% | +10.2% |
| 3M | +10.1% | -13.5% | +23.6% | +10.6% |
| 6M | -15.4% | -10.6% | -4.8% | -15.4% |
| YTD | -19.5% | +30.1% | -49.6% | -22.3% |
| 1Y | -21.0% | +22.3% | -43.3% | -23.4% |
| 3Y | -31.2% | +130.3% | -161.5% | -38.9% |
| 5Y | -40.6% | +144.5% | -185.1% | -49.2% |
| All | +34.4% | +794.6% | -760.2% | +2.1% |
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