+33.0%
ALB vs WCC
+460.5%
-427.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.3% |
| 7D | +5.3% | -9.9% | +15.2% | +9.1% |
| 30D | -6.3% | -13.4% | +7.1% | -1.7% |
| 3M | -27.4% | -13.5% | -13.9% | -24.4% |
| 6M | -53.1% | -10.6% | -42.5% | -52.4% |
| YTD | -32.3% | +30.1% | -62.4% | -43.2% |
| 1Y | -7.3% | +22.3% | -29.6% | -20.1% |
| 3Y | -14.9% | +130.3% | -145.2% | -48.4% |
| 5Y | -62.0% | +144.5% | -206.5% | -78.5% |
| 10Y | +33.0% | +431.8% | -398.8% | -46.5% |
| All | +33.0% | +460.5% | -427.5% | -46.5% |
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 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