+42.7%
CAPR vs WCC
+64.4%
-21.8%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.5% | -6.1% | -4.2% |
| 7D | -9.5% | +8.5% | -18.0% | -11.3% |
| 30D | +121.5% | -1.0% | +122.5% | +122.2% |
| 3M | -65.4% | +2.1% | -67.5% | -65.2% |
| 6M | -67.5% | +36.8% | -104.4% | -72.4% |
| YTD | -68.6% | +47.7% | -116.3% | -76.4% |
| 1Y | +42.7% | +66.5% | -23.8% | +20.5% |
| All | +42.7% | +64.4% | -21.8% | +20.5% |
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