+7,134.2%
AMZN vs WCC
+1,713.7%
+5,420.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.9% | -4.0% | -1.1% |
| 7D | -3.0% | +4.5% | -7.4% | -4.0% |
| 30D | -5.2% | -5.8% | +0.6% | -4.1% |
| 3M | +1.9% | -3.7% | +5.5% | +2.0% |
| 6M | +19.2% | +23.1% | -3.8% | +11.9% |
| YTD | +12.0% | +44.2% | -32.2% | +0.8% |
| 1Y | +9.7% | +62.1% | -52.4% | -4.4% |
| 3Y | +87.2% | +121.1% | -34.0% | +45.9% |
| 5Y | +48.7% | +214.0% | -165.3% | +4.0% |
| 10Y | +569.3% | +472.8% | +96.5% | +264.7% |
| All | +7,134.2% | +1,713.7% | +5,420.5% | +2,277.5% |
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