-13.6%
BKNG vs WCC
+24.5%
-38.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -9.9% | +19.8% | +9.0% |
| 7D | +15.6% | -8.8% | +24.4% | +14.8% |
| 30D | +8.0% | -16.0% | +24.0% | +7.1% |
| 3M | -11.8% | -15.2% | +3.4% | -12.2% |
| 6M | +3.8% | -8.4% | +12.1% | +3.0% |
| YTD | -19.6% | +30.1% | -49.7% | -26.4% |
| 1Y | -13.6% | +26.4% | -40.0% | -21.9% |
| All | -13.6% | +24.5% | -38.0% | -21.9% |
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