+15.8%
BABA vs WCC
+492.1%
-476.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +8.1% | -11.8% | -5.3% |
| 7D | +3.8% | -5.7% | +9.5% | +4.5% |
| 30D | -5.4% | -13.5% | +8.1% | -3.3% |
| 3M | -17.9% | -12.9% | -5.1% | -16.5% |
| 6M | -24.1% | -10.7% | -13.4% | -23.6% |
| YTD | -27.4% | +30.0% | -57.4% | -32.9% |
| 1Y | -36.1% | +24.7% | -60.8% | -40.5% |
| 3Y | +35.4% | +136.6% | -101.2% | +5.9% |
| 5Y | -30.1% | +143.9% | -174.0% | -47.7% |
| 10Y | +15.8% | +465.9% | -450.1% | -18.8% |
| All | +15.8% | +492.1% | -476.2% | -18.8% |
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