+379.1%
AVAV vs WCC
+492.1%
-113.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +8.1% | +4.5% | +10.1% |
| 7D | +3.2% | -5.7% | +8.8% | +5.3% |
| 30D | -7.4% | -13.5% | +6.1% | -3.1% |
| 3M | -32.0% | -12.9% | -19.1% | -29.2% |
| 6M | -24.6% | -10.7% | -13.9% | -22.7% |
| YTD | -47.5% | +30.0% | -77.5% | -52.3% |
| 1Y | -61.5% | +24.7% | -86.2% | -64.6% |
| 3Y | +5.5% | +136.6% | -131.1% | -23.9% |
| 5Y | +35.7% | +143.9% | -108.2% | -8.9% |
| 10Y | +379.1% | +465.9% | -86.8% | +137.3% |
| All | +379.1% | +492.1% | -113.0% | +137.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling