+45.8%
AMZN vs WCC
+229.6%
-183.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -1.3% |
| 7D | +0.8% | +8.5% | -7.7% | -1.6% |
| 30D | -6.4% | -1.0% | -5.4% | -6.4% |
| 3M | +4.8% | +2.1% | +2.7% | +3.1% |
| 6M | +20.5% | +36.8% | -16.3% | +7.5% |
| YTD | +11.3% | +47.7% | -36.4% | -3.7% |
| 1Y | +9.0% | +66.5% | -57.6% | -9.9% |
| 3Y | +85.9% | +134.2% | -48.3% | +28.6% |
| 5Y | +45.8% | +231.6% | -185.9% | -18.2% |
| All | +45.8% | +229.6% | -183.9% | -18.2% |
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