+2,419.4%
ELV vs WCC
+7,169.5%
-4,750.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.9% | -5.6% | -2.4% |
| 7D | +3.3% | +4.5% | -1.2% | +2.5% |
| 30D | +4.2% | -5.8% | +10.0% | +5.1% |
| 3M | -0.1% | -3.7% | +3.6% | -0.1% |
| 6M | +41.3% | +23.1% | +18.2% | +34.2% |
| YTD | +17.4% | +44.2% | -26.7% | +8.2% |
| 1Y | +35.1% | +62.1% | -27.0% | +21.2% |
| 3Y | -3.2% | +121.1% | -124.4% | -21.6% |
| 5Y | +15.6% | +214.0% | -198.3% | -16.1% |
| 10Y | +276.8% | +472.8% | -196.0% | +120.0% |
| All | +2,419.4% | +7,169.5% | -4,750.1% | +920.2% |
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