+178.8%
FDX vs WCN
+235.4%
-56.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.1% |
| 7D | -2.3% | -1.7% | -0.6% | -1.6% |
| 30D | -4.9% | -3.0% | -1.9% | -3.7% |
| 3M | -6.5% | +2.5% | -9.0% | -7.8% |
| 6M | +6.7% | -5.7% | +12.4% | +8.5% |
| YTD | +33.9% | -7.4% | +41.3% | +36.8% |
| 1Y | +72.2% | -8.6% | +80.8% | +76.4% |
| 3Y | +60.2% | +19.4% | +40.8% | +40.3% |
| 5Y | +62.9% | +27.2% | +35.7% | +34.9% |
| 10Y | +178.8% | +238.5% | -59.7% | +45.6% |
| All | +178.8% | +235.4% | -56.6% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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