+206.6%
C vs WCC
+106.2%
+100.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -9.6% | +4.5% | -2.0% |
| 7D | -5.3% | -21.9% | +16.6% | +2.1% |
| 30D | -7.3% | -25.4% | +18.1% | +1.2% |
| 3M | -13.5% | -23.1% | +9.6% | -6.9% |
| 6M | -6.5% | -18.1% | +11.6% | -2.4% |
| YTD | +3.6% | +17.7% | -14.1% | -5.8% |
| 1Y | +18.9% | +12.4% | +6.5% | +9.7% |
| All | +206.6% | +106.2% | +100.4% | +109.2% |
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 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