+132.5%
GOOGL vs WCC
+228.2%
-95.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.0% |
| 7D | -1.9% | +6.8% | -8.7% | -3.4% |
| 30D | -7.5% | -3.0% | -4.4% | -7.0% |
| 3M | -9.2% | +0.2% | -9.4% | -9.9% |
| 6M | +8.1% | +33.2% | -25.1% | -0.5% |
| YTD | +5.8% | +45.8% | -40.0% | -5.3% |
| 1Y | +38.3% | +68.4% | -30.0% | +19.1% |
| 3Y | +144.8% | +131.1% | +13.6% | +83.4% |
| 5Y | +132.5% | +225.6% | -93.1% | +43.3% |
| All | +132.5% | +228.2% | -95.7% | +43.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling