+127.7%
EXPE vs WCC
+431.3%
-303.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.5% |
| 7D | -0.5% | +9.9% | -10.4% | -4.3% |
| 30D | -6.1% | -8.4% | +2.4% | -4.2% |
| 3M | -21.3% | -10.3% | -11.0% | -20.0% |
| 6M | +19.0% | -10.5% | +29.5% | +18.8% |
| YTD | -8.4% | +32.2% | -40.6% | -24.6% |
| 1Y | -2.8% | +25.5% | -28.3% | -18.1% |
| 3Y | +120.8% | +134.7% | -13.9% | +27.9% |
| 5Y | +46.2% | +139.9% | -93.7% | -19.5% |
| All | +127.7% | +431.3% | -303.7% | -34.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling