+64.1%
COP vs WCC
+22.3%
+41.8%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.2% | +1.5% |
| 7D | +4.4% | +9.9% | -5.5% | +5.1% |
| 30D | 0.0% | -8.4% | +8.4% | -0.5% |
| 3M | +15.0% | -10.3% | +25.4% | +14.5% |
| 6M | +22.0% | -10.5% | +32.5% | +22.2% |
| YTD | +55.3% | +32.2% | +23.2% | +48.4% |
| 1Y | +64.1% | +25.5% | +38.6% | +58.2% |
| All | +64.1% | +22.3% | +41.8% | +58.2% |
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 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