+17.8%
AVGO vs WCC
+61.8%
-44.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.9% | -3.7% | -1.5% |
| 7D | -3.0% | +4.5% | -7.4% | -4.9% |
| 30D | -14.4% | -5.8% | -8.6% | -12.4% |
| 3M | -14.4% | -3.7% | -10.8% | -13.7% |
| 6M | +13.1% | +23.1% | -9.9% | +3.2% |
| YTD | +3.8% | +44.2% | -40.4% | -12.5% |
| 1Y | +17.8% | +62.1% | -44.3% | -2.0% |
| All | +17.8% | +61.8% | -44.0% | -2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling