+192.6%
DKS vs WCC
+518.6%
-325.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.2% | +3.1% | +1.1% |
| 7D | -4.7% | +1.7% | -6.4% | -5.5% |
| 30D | -35.1% | -6.1% | -29.0% | -33.7% |
| 3M | -37.7% | +3.1% | -40.8% | -39.5% |
| 6M | -30.7% | +28.2% | -59.0% | -38.9% |
| YTD | -31.9% | +41.1% | -73.0% | -42.4% |
| 1Y | -40.0% | +61.3% | -101.3% | -52.3% |
| 3Y | +28.4% | +123.6% | -95.2% | -16.5% |
| 5Y | +12.4% | +214.8% | -202.4% | -41.4% |
| All | +192.6% | +518.6% | -325.9% | -8.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling