+371.2%
AVAV vs WCC
+419.3%
-48.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +2.2% | +8.3% | +9.8% |
| 7D | -10.6% | -14.7% | +4.1% | -5.9% |
| 30D | -18.8% | -20.1% | +1.3% | -12.9% |
| 3M | -34.1% | -21.2% | -12.9% | -29.3% |
| 6M | -35.3% | -19.2% | -16.2% | -31.7% |
| YTD | -53.4% | +20.2% | -73.6% | -56.8% |
| 1Y | -65.6% | +14.5% | -80.1% | -67.7% |
| 3Y | -5.1% | +115.1% | -120.2% | -30.5% |
| 5Y | +18.5% | +121.5% | -103.0% | -19.3% |
| 10Y | +369.8% | +468.1% | -98.3% | +111.8% |
| All | +371.2% | +419.3% | -48.1% | +76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling