+87.3%
ALB vs WCC
+506.2%
-418.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.2% |
| 7D | -8.6% | +6.8% | -15.4% | -11.5% |
| 30D | -4.0% | -3.0% | -1.0% | -3.1% |
| 3M | -17.4% | +0.2% | -17.6% | -18.6% |
| 6M | -25.4% | +33.2% | -58.5% | -36.3% |
| YTD | -10.5% | +45.8% | -56.3% | -27.1% |
| 1Y | +75.8% | +68.4% | +7.4% | +33.3% |
| 3Y | -28.5% | +131.1% | -159.6% | -55.5% |
| 5Y | -45.1% | +225.6% | -270.7% | -71.8% |
| 10Y | +87.3% | +534.2% | -446.8% | -33.5% |
| All | +87.3% | +506.2% | -418.9% | -33.5% |
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