+209.9%
BKNG vs WCC
+518.6%
-308.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.8% | +1.5% |
| 7D | -10.7% | +1.7% | -12.3% | -11.2% |
| 30D | -18.1% | -6.1% | -12.1% | -16.9% |
| 3M | +8.5% | +3.1% | +5.4% | +5.7% |
| 6M | -0.1% | +28.2% | -28.3% | -10.5% |
| YTD | -18.2% | +41.1% | -59.3% | -29.4% |
| 1Y | -19.9% | +61.3% | -81.1% | -34.4% |
| 3Y | +41.6% | +123.6% | -82.0% | -2.7% |
| 5Y | +93.1% | +214.8% | -121.7% | +12.2% |
| All | +209.9% | +518.6% | -308.6% | +17.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling