+553.0%
AMZN vs WCC
+518.6%
+34.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.0% | +0.5% |
| 7D | -2.7% | +1.7% | -4.4% | -3.1% |
| 30D | -7.5% | -6.1% | -1.4% | -6.5% |
| 3M | +5.8% | +3.1% | +2.8% | +4.5% |
| 6M | +17.5% | +28.2% | -10.7% | +10.2% |
| YTD | +9.1% | +41.1% | -32.0% | -0.1% |
| 1Y | +9.4% | +61.3% | -51.9% | -3.1% |
| 3Y | +82.2% | +123.6% | -41.4% | +46.0% |
| 5Y | +45.2% | +214.8% | -169.6% | +7.3% |
| All | +553.0% | +518.6% | +34.4% | +339.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling