+236.3%
INTC vs WCC
+1,563.0%
-1,326.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.7% | -0.9% | -2.0% |
| 7D | +6.0% | +9.9% | -3.9% | +3.2% |
| 30D | -39.2% | -8.4% | -30.7% | -37.1% |
| 3M | -42.9% | -10.3% | -32.6% | -40.6% |
| 6M | -50.4% | -10.5% | -39.9% | -48.1% |
| YTD | +61.7% | +32.2% | +29.5% | +52.3% |
| 1Y | +66.1% | +25.5% | +40.6% | +58.8% |
| 3Y | +58.1% | +134.7% | -76.5% | +24.4% |
| 5Y | +27.9% | +139.9% | -112.1% | -3.8% |
| 10Y | +111.1% | +433.5% | -322.3% | +17.7% |
| All | +236.3% | +1,563.0% | -1,326.7% | -5.4% |
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