+178.8%
FDX vs WCC
+506.2%
-327.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.1% |
| 7D | -2.3% | +6.8% | -9.1% | -4.5% |
| 30D | -4.9% | -3.0% | -1.9% | -4.3% |
| 3M | -6.5% | +0.2% | -6.7% | -7.5% |
| 6M | +6.7% | +33.2% | -26.5% | -4.8% |
| YTD | +33.9% | +45.8% | -11.9% | +15.5% |
| 1Y | +72.2% | +68.4% | +3.8% | +40.4% |
| 3Y | +60.2% | +131.1% | -70.9% | +11.1% |
| 5Y | +62.9% | +225.6% | -162.7% | -5.9% |
| 10Y | +178.8% | +534.2% | -355.4% | +16.2% |
| All | +178.8% | +506.2% | -327.4% | +16.2% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling