+40.4%
AVAV vs WCC
+216.1%
-175.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.9% | -5.6% | -2.7% |
| 7D | -2.2% | +4.5% | -6.7% | -3.3% |
| 30D | -13.9% | -5.8% | -8.1% | -12.7% |
| 3M | -29.2% | -3.7% | -25.6% | -28.9% |
| 6M | -36.1% | +23.1% | -59.2% | -40.1% |
| YTD | -40.2% | +44.2% | -84.4% | -46.3% |
| 1Y | -36.2% | +62.1% | -98.3% | -44.6% |
| 3Y | +47.5% | +121.1% | -73.6% | +14.1% |
| All | +40.4% | +216.1% | -175.6% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling