+185.7%
EXPE vs WCC
+131.2%
+54.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.9% | -5.6% | -2.6% |
| 7D | -9.5% | +4.5% | -14.0% | -10.5% |
| 30D | -6.6% | -5.8% | -0.8% | -5.5% |
| 3M | +31.4% | -3.7% | +35.0% | +31.3% |
| 6M | +35.2% | +23.1% | +12.1% | +23.8% |
| YTD | +5.8% | +44.2% | -38.3% | -8.7% |
| 1Y | +38.7% | +62.1% | -23.4% | +14.5% |
| All | +185.7% | +131.2% | +54.5% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling