+15.8%
BABA vs WCN
+302.6%
-286.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.5% | -4.2% | -3.9% |
| 7D | +3.8% | +1.2% | +2.6% | +3.5% |
| 30D | -5.4% | +24.6% | -30.0% | -11.6% |
| 3M | -17.9% | +14.2% | -32.1% | -21.3% |
| 6M | -24.1% | +25.7% | -49.8% | -29.7% |
| YTD | -27.4% | +9.3% | -36.7% | -30.0% |
| 1Y | -36.1% | +15.3% | -51.4% | -39.6% |
| 3Y | +35.4% | +48.6% | -13.2% | +13.2% |
| 5Y | -30.1% | +46.9% | -77.0% | -42.3% |
| 10Y | +15.8% | +298.1% | -282.3% | -39.9% |
| All | +15.8% | +302.6% | -286.8% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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