+195.1%
COR vs WCC
+146.1%
+49.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +2.9% | +14.2% | -11.4% | +2.5% |
| 30D | +5.8% | -9.8% | +15.7% | +6.0% |
| 3M | +11.4% | -10.1% | +21.5% | +11.5% |
| 6M | +34.5% | -9.4% | +43.9% | +34.5% |
| YTD | +4.1% | +34.4% | -30.3% | +2.2% |
| 1Y | -3.1% | +23.3% | -26.4% | -4.6% |
| 3Y | +80.9% | +137.9% | -57.1% | +68.6% |
| 5Y | +195.1% | +144.0% | +51.2% | +169.1% |
| All | +195.1% | +146.1% | +49.0% | +169.1% |
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