+198,812.9%
CSCO vs WEC
+4,759.1%
+194,053.8%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -4.7% | +1.4% | -6.1% | -5.2% |
| 30D | -17.1% | +12.8% | -29.9% | -20.8% |
| 3M | -19.6% | +11.2% | -30.8% | -22.9% |
| 6M | +2.4% | +6.6% | -4.2% | -0.6% |
| YTD | +29.8% | +13.8% | +15.9% | +22.7% |
| 1Y | +38.7% | +7.6% | +31.0% | +33.7% |
| 3Y | +101.3% | +62.2% | +39.1% | +64.3% |
| 5Y | +94.8% | +52.0% | +42.9% | +61.3% |
| 10Y | +324.2% | +189.4% | +134.8% | +167.8% |
| All | +198,812.9% | +4,759.1% | +194,053.8% | +44,682.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 all: compounded portfolio wealth divided by compounded WEC 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…
all analysis · Full analysis span regression · 6 months rolling