+3,572.3%
BHP vs WCC
+1,713.7%
+1,858.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -1.5% |
| 7D | -2.9% | +4.5% | -7.4% | -4.2% |
| 30D | +3.4% | -5.8% | +9.2% | +5.0% |
| 3M | +4.1% | -3.7% | +7.7% | +4.6% |
| 6M | +20.6% | +23.1% | -2.5% | +12.1% |
| YTD | +56.1% | +44.2% | +11.9% | +38.0% |
| 1Y | +69.6% | +62.1% | +7.5% | +44.0% |
| 3Y | +78.8% | +121.1% | -42.3% | +30.6% |
| 5Y | +113.1% | +214.0% | -100.9% | +33.0% |
| 10Y | +505.9% | +472.8% | +33.1% | +185.9% |
| All | +3,572.3% | +1,713.7% | +1,858.6% | +1,269.1% |
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