+27.1%
BABA vs WCC
+124.0%
-96.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.9% | -2.6% | +0.5% |
| 7D | -4.8% | +4.5% | -9.2% | -5.6% |
| 30D | -11.9% | -5.8% | -6.1% | -11.0% |
| 3M | -9.3% | -3.7% | -5.6% | -9.2% |
| 6M | -14.2% | +23.1% | -37.3% | -19.1% |
| YTD | -22.0% | +44.2% | -66.2% | -29.0% |
| 1Y | -12.7% | +62.1% | -74.8% | -22.8% |
| All | +27.1% | +124.0% | -96.8% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling