+193.5%
APTV vs WCN
+765.6%
-572.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.2% | +3.6% |
| 7D | +4.8% | -0.6% | +5.4% | +5.1% |
| 30D | +2.0% | +0.4% | +1.6% | +1.7% |
| 3M | -34.2% | +7.3% | -41.6% | -36.9% |
| 6M | -34.7% | -2.5% | -32.2% | -34.6% |
| YTD | -37.0% | -5.4% | -31.6% | -36.2% |
| 1Y | -40.4% | -8.5% | -31.9% | -38.8% |
| 3Y | -54.1% | +20.8% | -74.9% | -61.1% |
| 5Y | -68.0% | +30.0% | -98.0% | -74.3% |
| 10Y | -15.5% | +238.4% | -253.9% | -59.4% |
| All | +193.5% | +765.6% | -572.1% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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