+755.6%
GOOGL vs WCN
+235.9%
+519.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | 0.0% | -3.1% | +3.1% | +1.5% |
| 30D | -1.4% | -3.4% | +2.0% | +0.2% |
| 3M | -5.3% | +3.0% | -8.3% | -7.0% |
| 6M | +9.8% | -3.8% | +13.5% | +10.8% |
| YTD | +8.4% | -8.3% | +16.7% | +11.5% |
| 1Y | +41.2% | -9.7% | +50.9% | +45.9% |
| 3Y | +149.6% | +17.2% | +132.4% | +115.7% |
| 5Y | +142.6% | +25.3% | +117.3% | +97.2% |
| All | +755.6% | +235.9% | +519.7% | +309.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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