-0.5%
GE vs WCC
+21.1%
-21.6%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.8% | -0.1% |
| 7D | -1.6% | +4.5% | -6.1% | -3.0% |
| 30D | -11.6% | -5.8% | -5.8% | -10.1% |
| 3M | +3.0% | -3.7% | +6.7% | +3.9% |
| 6M | -0.5% | +23.1% | -23.6% | -12.0% |
| All | -0.5% | +21.1% | -21.6% | -12.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling