+156.3%
FDX vs WCC
+492.1%
-335.8%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.1% | -4.7% | +0.9% |
| 7D | +0.2% | -5.7% | +5.9% | +1.5% |
| 30D | +9.3% | -13.5% | +22.8% | +13.4% |
| 3M | +0.5% | -12.9% | +13.3% | +3.3% |
| 6M | +5.3% | -10.7% | +16.0% | +6.4% |
| YTD | +38.6% | +30.0% | +8.6% | +22.4% |
| 1Y | +53.5% | +24.7% | +28.8% | +37.1% |
| 3Y | +74.2% | +136.6% | -62.3% | +18.1% |
| 5Y | +75.3% | +143.9% | -68.6% | +10.6% |
| 10Y | +156.3% | +465.9% | -309.7% | +12.3% |
| All | +156.3% | +492.1% | -335.8% | +12.3% |
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