+112.8%
BP vs WCC
+139.9%
-27.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +1.1% |
| 7D | +3.8% | +9.9% | -6.1% | +2.2% |
| 30D | -5.3% | -8.4% | +3.2% | -4.3% |
| 3M | +9.3% | -10.3% | +19.6% | +10.5% |
| 6M | +7.2% | -10.5% | +17.7% | +7.8% |
| YTD | +38.0% | +32.2% | +5.9% | +27.7% |
| 1Y | +33.2% | +25.5% | +7.7% | +24.4% |
| 3Y | +50.3% | +134.7% | -84.4% | +16.7% |
| All | +112.8% | +139.9% | -27.2% | +57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling