+15.7%
BABA vs WCC
+460.5%
-444.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +2.4% | -9.9% | +12.3% | +4.0% |
| 30D | -7.8% | -13.4% | +5.6% | -5.7% |
| 3M | -22.4% | -13.5% | -8.9% | -20.9% |
| 6M | -26.0% | -10.6% | -15.4% | -25.5% |
| YTD | -29.3% | +30.1% | -59.4% | -34.7% |
| 1Y | -37.5% | +22.3% | -59.8% | -41.6% |
| 3Y | +31.9% | +130.3% | -98.4% | +3.6% |
| 5Y | -33.4% | +144.5% | -177.9% | -50.4% |
| 10Y | +15.7% | +431.8% | -416.1% | -20.3% |
| All | +15.7% | +460.5% | -444.8% | -20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling