+76.2%
FDX vs WCC
+139.9%
-63.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +2.0% |
| 7D | +5.2% | +9.9% | -4.8% | +2.3% |
| 30D | +11.3% | -8.4% | +19.7% | +13.1% |
| 3M | -4.1% | -10.3% | +6.2% | -2.5% |
| 6M | +9.6% | -10.5% | +20.1% | +10.6% |
| YTD | +40.9% | +32.2% | +8.7% | +25.0% |
| 1Y | +53.0% | +25.5% | +27.5% | +37.7% |
| 3Y | +74.1% | +134.7% | -60.6% | +21.7% |
| All | +76.2% | +139.9% | -63.7% | +11.5% |
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 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