+23.1%
C vs WCC
+27.1%
-4.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +4.7% | +14.2% | -9.5% | +1.1% |
| 30D | +0.2% | -9.8% | +10.0% | +2.3% |
| 3M | -9.3% | -10.1% | +0.8% | -7.7% |
| 6M | -0.8% | -9.4% | +8.6% | -0.1% |
| YTD | +8.5% | +34.4% | -25.9% | -7.4% |
| 1Y | +23.1% | +23.3% | -0.2% | +7.8% |
| All | +23.1% | +27.1% | -4.1% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling