+14,138.6%
GILD vs WCC
+1,741.5%
+12,397.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.4% |
| 7D | -4.8% | +1.5% | -6.4% | -5.1% |
| 30D | +5.8% | -2.1% | +7.9% | +6.0% |
| 3M | +14.9% | +3.8% | +11.1% | +13.4% |
| 6M | -0.4% | +35.0% | -35.3% | -6.4% |
| YTD | +18.5% | +46.4% | -27.8% | +9.5% |
| 1Y | +25.1% | +63.0% | -37.9% | +13.1% |
| 3Y | +105.9% | +133.9% | -28.0% | +68.3% |
| 5Y | +143.0% | +226.5% | -83.6% | +80.0% |
| 10Y | +162.4% | +536.5% | -374.1% | +56.4% |
| All | +14,138.6% | +1,741.5% | +12,397.1% | +4,894.6% |
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 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