+396.0%
GE vs WCC
+141.7%
+254.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +8.1% | -4.3% | +1.4% |
| 7D | +6.3% | -5.7% | +11.9% | +7.7% |
| 30D | +8.9% | -13.5% | +22.3% | +13.0% |
| 3M | -9.2% | -12.9% | +3.7% | -6.3% |
| 6M | +13.2% | -10.7% | +23.9% | +15.2% |
| YTD | +9.4% | +30.0% | -20.6% | -1.3% |
| 1Y | +9.8% | +24.7% | -14.9% | -0.1% |
| 3Y | +278.2% | +136.6% | +141.6% | +160.9% |
| 5Y | +396.0% | +143.9% | +252.1% | +207.6% |
| All | +396.0% | +141.7% | +254.4% | +207.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling