+2,568.1%
ELV vs WCC
+6,565.5%
-3,997.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.6% | +0.2% |
| 7D | +1.0% | +9.9% | -9.0% | -0.8% |
| 30D | +0.4% | -8.4% | +8.8% | +1.3% |
| 3M | +8.4% | -10.3% | +18.7% | +9.3% |
| 6M | +8.4% | -10.5% | +18.9% | +8.7% |
| YTD | +24.4% | +32.2% | -7.8% | +15.4% |
| 1Y | +33.5% | +25.5% | +8.0% | +24.9% |
| 3Y | -2.1% | +134.7% | -136.8% | -22.2% |
| 5Y | +5.8% | +139.9% | -134.1% | -19.7% |
| 10Y | +268.9% | +433.5% | -164.6% | +116.6% |
| All | +2,568.1% | +6,565.5% | -3,997.4% | +987.7% |
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 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