+93.1%
FOXA vs WCN
+24.9%
+68.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +0.8% | -3.1% | +3.9% | +1.6% |
| 30D | +5.0% | -3.4% | +8.4% | +5.9% |
| 3M | -3.0% | +3.0% | -6.0% | -3.7% |
| 6M | +14.8% | -3.8% | +18.5% | +15.6% |
| YTD | -8.9% | -8.3% | -0.6% | -7.1% |
| 1Y | +13.3% | -9.7% | +23.1% | +15.9% |
| 3Y | +115.4% | +17.2% | +98.3% | +105.4% |
| All | +93.1% | +24.9% | +68.2% | +77.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling