+114.0%
CSCO vs WU
-51.1%
+165.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | +0.5% |
| 7D | -0.5% | -0.8% | +0.3% | -0.4% |
| 30D | -10.1% | -1.1% | -9.0% | -10.1% |
| 3M | -11.7% | -1.8% | -9.9% | -12.6% |
| 6M | +40.1% | -23.9% | +64.0% | +47.4% |
| YTD | +43.8% | -20.4% | +64.2% | +49.1% |
| 1Y | +66.6% | -10.6% | +77.2% | +66.5% |
| 3Y | +108.5% | -27.7% | +136.3% | +117.8% |
| 5Y | +114.0% | -51.1% | +165.1% | +141.2% |
| All | +114.0% | -51.1% | +165.1% | +141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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