+32.8%
GPC vs WCC
+216.1%
-183.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.9% | -2.8% | +0.3% |
| 7D | +1.2% | +4.5% | -3.3% | +0.2% |
| 30D | +6.0% | -5.8% | +11.8% | +7.2% |
| 3M | +42.6% | -3.7% | +46.3% | +42.7% |
| 6M | +22.8% | +23.1% | -0.3% | +15.1% |
| YTD | +15.5% | +44.2% | -28.7% | +4.1% |
| 1Y | +2.0% | +62.1% | -60.0% | -11.0% |
| 3Y | -1.4% | +121.1% | -122.5% | -23.8% |
| All | +32.8% | +216.1% | -183.2% | -14.2% |
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 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