+39.7%
GOOG vs WCC
+66.6%
-26.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.7% | -2.2% | +0.8% |
| 7D | 0.0% | +1.5% | -1.5% | -0.3% |
| 30D | -2.0% | -2.1% | +0.2% | -1.7% |
| 3M | -5.9% | +3.8% | -9.7% | -7.0% |
| 6M | +8.9% | +35.0% | -26.1% | +0.3% |
| YTD | +7.1% | +46.4% | -39.3% | -4.5% |
| 1Y | +39.7% | +63.0% | -23.3% | +21.3% |
| All | +39.7% | +66.6% | -26.9% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling