+381.8%
DAL vs WCC
+363.4%
+18.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -9.6% | +5.2% | +0.5% |
| 7D | +4.6% | -21.9% | +26.4% | +17.3% |
| 30D | +2.3% | -25.4% | +27.7% | +17.1% |
| 3M | -8.1% | -23.1% | +15.0% | +2.8% |
| 6M | +21.4% | -18.1% | +39.5% | +29.8% |
| YTD | +24.3% | +17.7% | +6.6% | +8.7% |
| 1Y | +47.4% | +12.4% | +35.0% | +31.9% |
| 3Y | +164.6% | +105.9% | +58.7% | +60.3% |
| 5Y | +100.2% | +116.8% | -16.6% | +10.6% |
| 10Y | +124.9% | +456.1% | -331.2% | -35.8% |
| All | +381.8% | +363.4% | +18.5% | +3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling