+245.0%
INTC vs WCC
+1,591.1%
-1,346.1%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +17.1% | +14.2% | +2.9% | +12.8% |
| 30D | -40.5% | -9.8% | -30.6% | -38.2% |
| 3M | -39.4% | -10.1% | -29.3% | -36.9% |
| 6M | -49.3% | -9.4% | -39.9% | -47.1% |
| YTD | +65.9% | +34.4% | +31.4% | +55.5% |
| 1Y | +61.5% | +23.3% | +38.2% | +55.1% |
| 3Y | +59.6% | +137.9% | -78.3% | +25.0% |
| 5Y | +31.2% | +144.0% | -112.8% | -1.8% |
| 10Y | +116.6% | +442.5% | -325.9% | +20.1% |
| All | +245.0% | +1,591.1% | -1,346.1% | -3.4% |
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