+47.2%
CAPR vs WCC
+24.5%
+22.7%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -9.9% | +18.2% | +10.3% |
| 7D | +43.2% | -8.8% | +52.0% | +45.5% |
| 30D | +14.7% | -16.0% | +30.7% | +18.5% |
| 3M | +113.9% | -15.2% | +129.1% | +120.5% |
| 6M | -73.4% | -8.4% | -65.0% | -73.0% |
| YTD | -69.1% | +30.1% | -99.2% | -83.4% |
| 1Y | +47.2% | +26.4% | +20.8% | -34.3% |
| All | +47.2% | +24.5% | +22.7% | -34.3% |
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