+12.5%
DKS vs WCC
+228.2%
-215.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.2% |
| 7D | -2.9% | +6.8% | -9.7% | -5.2% |
| 30D | -37.7% | -3.0% | -34.7% | -37.2% |
| 3M | -38.9% | +0.2% | -39.1% | -39.8% |
| 6M | -31.1% | +33.2% | -64.3% | -39.0% |
| YTD | -31.8% | +45.8% | -77.6% | -41.8% |
| 1Y | -38.0% | +68.4% | -106.4% | -50.1% |
| 3Y | +28.6% | +131.1% | -102.5% | -13.0% |
| 5Y | +12.5% | +225.6% | -213.1% | -40.9% |
| All | +12.5% | +228.2% | -215.7% | -40.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling