+258.1%
GE vs WCC
+1,713.7%
-1,455.7%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.8% | 0.0% |
| 7D | -1.6% | +4.5% | -6.1% | -2.8% |
| 30D | -11.6% | -5.8% | -5.8% | -10.2% |
| 3M | +3.0% | -3.7% | +6.7% | +3.4% |
| 6M | -0.5% | +23.1% | -23.6% | -7.2% |
| YTD | +9.7% | +44.2% | -34.4% | -2.3% |
| 1Y | +20.0% | +62.1% | -42.1% | +2.6% |
| 3Y | +275.8% | +121.1% | +154.7% | +180.8% |
| 5Y | +429.1% | +214.0% | +215.1% | +246.6% |
| 10Y | +151.2% | +472.8% | -321.6% | +28.7% |
| All | +258.1% | +1,713.7% | -1,455.7% | +14.3% |
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