+392.2%
DAL vs WCC
+373.4%
+18.8%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.2% | 0.0% | +1.0% |
| 7D | +8.8% | -14.7% | +23.5% | +16.8% |
| 30D | +5.4% | -20.1% | +25.5% | +16.4% |
| 3M | -4.9% | -21.2% | +16.2% | +5.0% |
| 6M | +19.8% | -19.2% | +39.0% | +29.0% |
| YTD | +27.0% | +20.2% | +6.8% | +9.8% |
| 1Y | +52.5% | +14.5% | +38.0% | +35.2% |
| 3Y | +173.8% | +115.1% | +58.7% | +62.1% |
| 5Y | +104.5% | +121.5% | -17.0% | +11.7% |
| 10Y | +129.7% | +468.1% | -338.4% | -35.2% |
| All | +392.2% | +373.4% | +18.8% | +5.0% |
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