+96.9%
CSCO vs WCC
+141.7%
-44.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.1% | -3.0% | +3.3% |
| 7D | -2.9% | -5.7% | +2.8% | -1.8% |
| 30D | -16.7% | -13.5% | -3.2% | -14.2% |
| 3M | -18.4% | -12.9% | -5.6% | -16.3% |
| 6M | +2.9% | -10.7% | +13.6% | +4.8% |
| YTD | +30.4% | +30.0% | +0.4% | +22.5% |
| 1Y | +41.4% | +24.7% | +16.7% | +33.7% |
| 3Y | +104.7% | +136.6% | -31.9% | +64.0% |
| 5Y | +96.9% | +143.9% | -47.0% | +48.1% |
| All | +96.9% | +141.7% | -44.7% | +48.1% |
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