+621.7%
EXC vs WCC
+1,535.5%
-913.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.1% | -8.1% | -1.0% |
| 7D | -1.7% | -5.7% | +4.0% | -1.2% |
| 30D | +9.3% | -13.5% | +22.8% | +10.9% |
| 3M | +1.0% | -12.9% | +13.9% | +2.2% |
| 6M | +5.9% | -10.7% | +16.6% | +6.3% |
| YTD | +7.6% | +30.0% | -22.4% | +2.0% |
| 1Y | +2.4% | +24.7% | -22.3% | -2.6% |
| 3Y | +30.2% | +136.6% | -106.3% | +9.2% |
| 5Y | +41.4% | +143.9% | -102.6% | +14.9% |
| 10Y | +183.8% | +465.9% | -282.2% | +89.9% |
| All | +621.7% | +1,535.5% | -913.9% | +314.8% |
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