-1.2%
AVAV vs WCC
+138.4%
-139.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | -0.3% |
| 7D | +9.9% | +3.3% | +6.5% | +8.9% |
| 30D | -5.4% | -9.4% | +4.0% | -2.5% |
| 3M | -36.5% | -10.5% | -26.0% | -34.6% |
| 6M | -25.3% | -10.4% | -14.9% | -23.5% |
| YTD | -48.6% | +34.4% | -83.0% | -53.8% |
| 1Y | -62.1% | +27.7% | -89.7% | -65.5% |
| All | -1.2% | +138.4% | -139.6% | -32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling