+13,447.0%
GOOG vs WCC
+1,758.7%
+11,688.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | -0.6% |
| 7D | +1.1% | +8.5% | -7.4% | -1.1% |
| 30D | -5.1% | -1.0% | -4.1% | -5.1% |
| 3M | -7.1% | +2.1% | -9.2% | -8.4% |
| 6M | +12.7% | +36.8% | -24.2% | +2.4% |
| YTD | +7.1% | +47.7% | -40.6% | -5.1% |
| 1Y | +43.6% | +66.5% | -22.9% | +22.8% |
| 3Y | +146.8% | +134.2% | +12.6% | +83.3% |
| 5Y | +133.7% | +231.6% | -98.0% | +51.7% |
| 10Y | +773.3% | +508.1% | +265.2% | +328.2% |
| All | +13,447.0% | +1,758.7% | +11,688.3% | +3,875.2% |
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