+262.7%
GE vs WCC
+129.2%
+133.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.5% |
| 7D | -1.2% | +6.8% | -8.0% | -2.9% |
| 30D | -11.3% | -3.0% | -8.2% | -10.7% |
| 3M | -1.4% | +0.2% | -1.6% | -2.0% |
| 6M | +1.2% | +33.2% | -31.9% | -6.7% |
| YTD | +5.9% | +45.8% | -39.9% | -4.7% |
| 1Y | +18.4% | +68.4% | -50.0% | +2.0% |
| All | +262.7% | +129.2% | +133.5% | +178.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling