+105.9%
C vs WCC
+117.0%
-11.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.7% | -0.2% |
| 7D | -2.4% | -14.7% | +12.3% | +2.4% |
| 30D | -6.0% | -20.1% | +14.1% | +0.5% |
| 3M | -10.5% | -21.2% | +10.6% | -4.4% |
| 6M | -5.7% | -19.2% | +13.5% | -0.9% |
| YTD | +4.1% | +20.2% | -16.1% | -5.6% |
| 1Y | +20.5% | +14.5% | +6.0% | +11.0% |
| 3Y | +208.1% | +115.1% | +93.0% | +116.6% |
| All | +105.9% | +117.0% | -11.0% | +35.1% |
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