-43.9%
ALB vs WCC
+216.1%
-259.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.9% | -8.3% | -6.4% |
| 7D | -8.1% | +4.5% | -12.5% | -10.3% |
| 30D | +6.3% | -5.8% | +12.1% | +8.9% |
| 3M | -23.6% | -3.7% | -19.9% | -23.3% |
| 6M | -24.6% | +23.1% | -47.7% | -34.4% |
| YTD | -10.3% | +44.2% | -54.4% | -28.5% |
| 1Y | +61.5% | +62.1% | -0.6% | +20.3% |
| 3Y | -34.0% | +121.1% | -155.1% | -61.5% |
| All | -43.9% | +216.1% | -259.9% | -75.8% |
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