+137.2%
APTV vs WCC
+565.0%
-427.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | +0.6% |
| 7D | -1.7% | +9.9% | -11.7% | -6.2% |
| 30D | -11.6% | -8.4% | -3.1% | -9.3% |
| 3M | -21.2% | -10.3% | -10.9% | -18.9% |
| 6M | -28.5% | -10.5% | -18.0% | -27.2% |
| YTD | -49.1% | +32.2% | -81.2% | -57.9% |
| 1Y | -52.2% | +25.5% | -77.7% | -59.5% |
| 3Y | -48.6% | +134.7% | -183.3% | -71.3% |
| 5Y | -77.3% | +139.9% | -217.2% | -88.2% |
| 10Y | -26.9% | +433.5% | -460.3% | -79.7% |
| All | +137.2% | +565.0% | -427.8% | -44.0% |
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