+13.3%
FOXA vs WCC
+66.3%
-53.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.6% | -2.4% | +1.1% |
| 7D | +0.8% | +1.4% | -0.6% | +0.8% |
| 30D | +5.0% | -2.3% | +7.3% | +5.1% |
| 3M | -3.0% | +3.7% | -6.7% | -3.1% |
| 6M | +14.8% | +34.8% | -20.0% | +10.6% |
| YTD | -8.9% | +46.1% | -55.1% | -14.6% |
| 1Y | +13.3% | +62.7% | -49.4% | +3.0% |
| All | +13.3% | +66.3% | -53.0% | +3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling