+7,384.1%
AMZN vs WCC
+1,591.1%
+5,793.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.8% | +14.2% | -11.4% | -0.5% |
| 30D | +3.4% | -9.8% | +13.3% | +5.3% |
| 3M | +0.1% | -10.1% | +10.2% | +1.6% |
| 6M | +0.6% | -9.4% | +10.0% | +1.3% |
| YTD | +15.9% | +34.4% | -18.5% | +5.2% |
| 1Y | +9.5% | +23.3% | -13.8% | +1.4% |
| 3Y | +86.3% | +137.9% | -51.6% | +41.9% |
| 5Y | +51.7% | +144.0% | -92.2% | +11.8% |
| 10Y | +623.8% | +442.5% | +181.3% | +297.8% |
| All | +7,384.1% | +1,591.1% | +5,793.0% | +2,381.0% |
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 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