-45.3%
EOSE vs WCC
+66.6%
-111.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.7% | -4.7% | -4.7% |
| 7D | +1.8% | +1.5% | +0.3% | +0.4% |
| 30D | -6.8% | -2.1% | -4.7% | -4.5% |
| 3M | -36.3% | +3.8% | -40.1% | -37.9% |
| 6M | -38.8% | +35.0% | -73.7% | -53.4% |
| YTD | -65.5% | +46.4% | -111.9% | -75.3% |
| 1Y | -45.3% | +63.0% | -108.3% | -60.9% |
| All | -45.3% | +66.6% | -111.9% | -60.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling