+158.0%
EXPE vs WCC
+506.2%
-348.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.2% |
| 7D | -11.5% | +6.8% | -18.3% | -14.0% |
| 30D | -13.1% | -3.0% | -10.1% | -12.6% |
| 3M | +18.1% | +0.2% | +17.9% | +15.4% |
| 6M | +13.3% | +33.2% | -19.9% | -3.6% |
| YTD | -3.2% | +45.8% | -49.0% | -21.6% |
| 1Y | +26.1% | +68.4% | -42.2% | -4.8% |
| 3Y | +151.7% | +131.1% | +20.6% | +52.0% |
| 5Y | +88.3% | +225.6% | -137.3% | -6.2% |
| 10Y | +158.0% | +534.2% | -376.1% | -29.2% |
| All | +158.0% | +506.2% | -348.2% | -29.2% |
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