+48.0%
BHP vs WCC
+22.3%
+25.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.7% |
| 7D | -0.5% | +9.9% | -10.4% | -3.6% |
| 30D | -4.5% | -8.4% | +3.9% | -2.5% |
| 3M | -6.9% | -10.3% | +3.5% | -4.6% |
| 6M | -10.6% | -10.5% | -0.1% | -8.7% |
| YTD | +37.2% | +32.2% | +5.0% | +17.3% |
| 1Y | +48.0% | +25.5% | +22.5% | +28.9% |
| All | +48.0% | +22.3% | +25.7% | +28.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling