+267.2%
ALAB vs WCC
+103.8%
+163.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.3% | -1.3% |
| 7D | +26.9% | +14.2% | +12.7% | +14.0% |
| 30D | -30.0% | -9.8% | -20.2% | -22.6% |
| 3M | -28.5% | -10.1% | -18.4% | -20.5% |
| 6M | +11.4% | -9.4% | +20.8% | +24.9% |
| YTD | +36.9% | +34.4% | +2.5% | +11.8% |
| 1Y | +44.4% | +23.3% | +21.1% | +26.9% |
| All | +267.2% | +103.8% | +163.4% | +120.6% |
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