+27.7%
AVAV vs WCC
+139.9%
-112.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.1% | -2.3% |
| 7D | +4.2% | +9.9% | -5.7% | +1.6% |
| 30D | -2.6% | -8.4% | +5.9% | -0.1% |
| 3M | -38.0% | -10.3% | -27.6% | -36.2% |
| 6M | -27.0% | -10.5% | -16.5% | -25.4% |
| YTD | -51.4% | +32.2% | -83.6% | -55.4% |
| 1Y | -60.2% | +25.5% | -85.8% | -63.1% |
| 3Y | -6.7% | +134.7% | -141.3% | -28.7% |
| All | +27.7% | +139.9% | -112.3% | -15.4% |
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