+1,244.2%
ALB vs WCC
+1,535.5%
-291.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +8.1% | -8.3% | -2.9% |
| 7D | +9.5% | -5.7% | +15.1% | +10.6% |
| 30D | -2.1% | -13.5% | +11.3% | +1.6% |
| 3M | -24.1% | -12.9% | -11.3% | -21.9% |
| 6M | -51.0% | -10.7% | -40.3% | -50.3% |
| YTD | -29.3% | +30.0% | -59.3% | -37.5% |
| 1Y | +3.2% | +24.7% | -21.5% | -7.6% |
| 3Y | -9.3% | +136.6% | -145.9% | -36.5% |
| 5Y | -61.6% | +143.9% | -205.5% | -73.9% |
| 10Y | +40.8% | +465.9% | -425.1% | -31.9% |
| All | +1,244.2% | +1,535.5% | -291.3% | +362.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling