+115.9%
EXPE vs WCC
+460.5%
-344.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.1% | -2.2% | -2.1% |
| 7D | -11.2% | -9.9% | -1.3% | -8.0% |
| 30D | -7.5% | -13.4% | +5.9% | -3.5% |
| 3M | -19.1% | -13.5% | -5.6% | -16.6% |
| 6M | +10.7% | -10.6% | +21.3% | +10.5% |
| YTD | -9.9% | +30.1% | -40.0% | -25.3% |
| 1Y | -4.6% | +22.3% | -26.9% | -18.7% |
| 3Y | +116.8% | +130.3% | -13.5% | +26.7% |
| 5Y | +38.6% | +144.5% | -105.9% | -24.3% |
| 10Y | +115.9% | +431.8% | -316.0% | -35.3% |
| All | +115.9% | +460.5% | -344.7% | -35.3% |
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 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