-69.6%
EOSE vs WCC
+223.5%
-293.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.6% | -4.6% | -3.4% |
| 7D | +1.8% | +1.4% | +0.4% | +1.0% |
| 30D | -6.8% | -2.3% | -4.6% | -5.0% |
| 3M | -36.3% | +3.7% | -40.0% | -37.0% |
| 6M | -38.8% | +34.8% | -73.5% | -48.5% |
| YTD | -65.5% | +46.1% | -111.7% | -72.2% |
| 1Y | -45.3% | +62.7% | -108.0% | -58.5% |
| 3Y | +44.2% | +133.6% | -89.4% | -22.0% |
| All | -69.6% | +223.5% | -293.2% | -89.3% |
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