+91.1%
EXPE vs WCC
+229.6%
-138.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +2.5% | -10.4% | -8.8% |
| 7D | -9.8% | +8.5% | -18.2% | -12.6% |
| 30D | -11.5% | -1.0% | -10.5% | -11.7% |
| 3M | +21.7% | +2.1% | +19.6% | +18.4% |
| 6M | +10.4% | +36.8% | -26.4% | -6.6% |
| YTD | -2.5% | +47.7% | -50.3% | -21.1% |
| 1Y | +27.3% | +66.5% | -39.2% | -3.0% |
| 3Y | +153.5% | +134.2% | +19.4% | +48.8% |
| 5Y | +91.1% | +231.6% | -140.6% | -12.7% |
| All | +91.1% | +229.6% | -138.6% | -12.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling