-60.9%
ADBE vs WCC
+224.0%
-284.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.4% | +0.6% |
| 7D | -5.4% | +1.5% | -6.9% | -5.7% |
| 30D | -2.5% | -2.1% | -0.4% | -2.4% |
| 3M | +15.3% | +3.8% | +11.5% | +13.0% |
| 6M | -7.8% | +35.0% | -42.8% | -17.0% |
| YTD | -27.9% | +46.4% | -74.3% | -37.1% |
| 1Y | -28.0% | +63.0% | -91.0% | -39.7% |
| 3Y | -55.3% | +133.9% | -189.3% | -69.0% |
| All | -60.9% | +224.0% | -284.9% | -77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling