+96.5%
FOXA vs WCC
+518.8%
-422.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.5% | -0.5% |
| 7D | +0.4% | -9.9% | +10.3% | +2.8% |
| 30D | +7.9% | -13.4% | +21.3% | +11.3% |
| 3M | +6.7% | -13.5% | +20.2% | +9.3% |
| 6M | +7.5% | -10.6% | +18.1% | +7.8% |
| YTD | -6.9% | +30.1% | -37.0% | -17.8% |
| 1Y | +2.2% | +22.3% | -20.1% | -8.2% |
| 3Y | +131.4% | +130.3% | +1.1% | +60.0% |
| 5Y | +76.2% | +144.5% | -68.3% | +11.8% |
| All | +96.5% | +518.8% | -422.3% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling