+75.8%
ALB vs WCC
+66.8%
+9.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.3% |
| 7D | -8.6% | +6.8% | -15.4% | -11.0% |
| 30D | -4.0% | -3.0% | -1.0% | -3.2% |
| 3M | -17.4% | +0.2% | -17.6% | -18.2% |
| 6M | -25.4% | +33.2% | -58.5% | -36.1% |
| YTD | -10.5% | +45.8% | -56.3% | -27.0% |
| 1Y | +75.8% | +68.4% | +7.4% | +30.9% |
| All | +75.8% | +66.8% | +9.0% | +30.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling