+663.3%
BBY vs WCC
+1,758.7%
-1,095.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.8% |
| 7D | +8.1% | +8.5% | -0.4% | +5.5% |
| 30D | +8.9% | -1.0% | +9.9% | +8.9% |
| 3M | +22.0% | +2.1% | +19.9% | +19.8% |
| 6M | +37.8% | +36.8% | +1.0% | +22.4% |
| YTD | +37.3% | +47.7% | -10.4% | +18.6% |
| 1Y | +21.6% | +66.5% | -45.0% | +0.8% |
| 3Y | +41.5% | +134.2% | -92.7% | +1.3% |
| 5Y | +1.2% | +231.6% | -230.4% | -37.5% |
| 10Y | +237.8% | +508.1% | -270.3% | +56.9% |
| All | +663.3% | +1,758.7% | -1,095.3% | +108.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling