+144.6%
CAPR vs WCC
+117.0%
+27.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.2% | +2.5% | +4.1% |
| 7D | +41.1% | -14.7% | +55.8% | +46.0% |
| 30D | +11.1% | -20.1% | +31.2% | +16.6% |
| 3M | +115.3% | -21.2% | +136.5% | +126.0% |
| 6M | -73.8% | -19.2% | -54.7% | -73.3% |
| YTD | -68.8% | +20.2% | -89.0% | -72.0% |
| 1Y | +43.3% | +14.5% | +28.9% | +31.0% |
| 3Y | +214.7% | +115.1% | +99.6% | +135.1% |
| All | +144.6% | +117.0% | +27.6% | +72.9% |
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