+1,606.8%
ALB vs WCC
+1,713.7%
-106.9%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.9% | -8.3% | -5.8% |
| 7D | -8.1% | +4.5% | -12.5% | -9.6% |
| 30D | +6.3% | -5.8% | +12.1% | +8.1% |
| 3M | -23.6% | -3.7% | -19.9% | -23.3% |
| 6M | -24.6% | +23.1% | -47.7% | -31.0% |
| YTD | -10.3% | +44.2% | -54.4% | -22.4% |
| 1Y | +61.5% | +62.1% | -0.6% | +34.0% |
| 3Y | -34.0% | +121.1% | -155.1% | -52.1% |
| 5Y | -44.6% | +214.0% | -258.5% | -64.8% |
| 10Y | +76.1% | +472.8% | -396.7% | -14.6% |
| All | +1,606.8% | +1,713.7% | -106.9% | +474.7% |
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