+692.8%
GOOGL vs WCC
+431.3%
+261.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.6% |
| 7D | +3.9% | +9.9% | -6.1% | +1.6% |
| 30D | -14.9% | -8.4% | -6.5% | -13.9% |
| 3M | -14.6% | -10.3% | -4.2% | -13.5% |
| 6M | -26.4% | -10.5% | -16.0% | -26.0% |
| YTD | -5.3% | +32.2% | -37.5% | -13.7% |
| 1Y | +6.5% | +25.5% | -19.1% | -1.8% |
| 3Y | +126.0% | +134.7% | -8.6% | +71.5% |
| 5Y | +100.8% | +139.9% | -39.1% | +45.4% |
| All | +692.8% | +431.3% | +261.5% | +355.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling