+197.0%
BP vs WCC
+1,713.7%
-1,516.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.3% | -0.4% |
| 7D | +3.9% | +4.5% | -0.5% | +2.9% |
| 30D | +7.6% | -5.8% | +13.4% | +8.9% |
| 3M | +0.7% | -3.7% | +4.4% | +0.6% |
| 6M | +15.5% | +23.1% | -7.6% | +7.8% |
| YTD | +30.8% | +44.2% | -13.3% | +17.4% |
| 1Y | +34.3% | +62.1% | -27.8% | +16.5% |
| 3Y | +35.1% | +121.1% | -86.1% | +3.8% |
| 5Y | +126.8% | +214.0% | -87.1% | +54.3% |
| 10Y | +123.4% | +472.8% | -349.4% | +21.9% |
| All | +197.0% | +1,713.7% | -1,516.8% | +18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling