+1,315.3%
AMAT vs WCC
+492.1%
+823.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +8.1% | +3.2% | +7.3% |
| 7D | -1.1% | -5.7% | +4.6% | +2.1% |
| 30D | -26.9% | -13.5% | -13.5% | -21.1% |
| 3M | -31.2% | -12.9% | -18.3% | -26.0% |
| 6M | -14.7% | -10.7% | -4.0% | -8.4% |
| YTD | +44.7% | +30.0% | +14.7% | +30.4% |
| 1Y | +62.0% | +24.7% | +37.2% | +48.7% |
| 3Y | +165.0% | +136.6% | +28.4% | +72.0% |
| 5Y | +147.1% | +143.9% | +3.2% | +50.7% |
| 10Y | +1,315.3% | +465.9% | +849.3% | +502.7% |
| All | +1,315.3% | +492.1% | +823.2% | +502.7% |
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 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