+135.8%
BP vs WCC
+229.6%
-93.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.5% | 0.0% | +2.0% |
| 7D | +0.9% | +8.5% | -7.6% | -0.4% |
| 30D | +9.1% | -1.0% | +10.1% | +9.2% |
| 3M | +3.9% | +2.1% | +1.8% | +2.9% |
| 6M | +13.6% | +36.8% | -23.2% | +5.6% |
| YTD | +34.0% | +47.7% | -13.7% | +22.4% |
| 1Y | +39.2% | +66.5% | -27.3% | +23.3% |
| 3Y | +36.4% | +134.2% | -97.7% | +7.2% |
| 5Y | +135.8% | +231.6% | -95.8% | +56.1% |
| All | +135.8% | +229.6% | -93.8% | +56.1% |
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 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