+39.8%
BKNG vs WCC
+121.8%
-82.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.2% | +3.8% | +1.1% |
| 7D | -10.7% | +1.7% | -12.3% | -11.0% |
| 30D | -18.1% | -6.1% | -12.1% | -17.4% |
| 3M | +8.5% | +3.1% | +5.4% | +6.9% |
| 6M | -0.1% | +28.2% | -28.3% | -7.2% |
| YTD | -18.2% | +41.1% | -59.3% | -26.0% |
| 1Y | -19.9% | +61.3% | -81.1% | -30.2% |
| All | +39.8% | +121.8% | -82.0% | +6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling