-21.4%
DOC vs WCC
+139.0%
-160.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.9% | +13.0% | +4.6% |
| 7D | +8.7% | -8.8% | +17.5% | +10.0% |
| 30D | +7.6% | -16.0% | +23.6% | +10.2% |
| 3M | -5.3% | -15.2% | +10.0% | -3.4% |
| 6M | +27.6% | -8.4% | +36.0% | +27.8% |
| YTD | +32.4% | +30.1% | +2.3% | +23.5% |
| 1Y | +22.9% | +26.4% | -3.6% | +15.0% |
| 3Y | +43.1% | +127.6% | -84.5% | +14.0% |
| 5Y | -21.4% | +149.0% | -170.4% | -40.7% |
| All | -21.4% | +139.0% | -160.3% | -40.7% |
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