+47.4%
JHX vs WCC
+24.5%
+22.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -9.9% | +18.2% | +11.6% |
| 7D | +13.3% | -8.8% | +22.1% | +15.8% |
| 30D | +17.1% | -16.0% | +33.2% | +23.7% |
| 3M | +4.1% | -15.2% | +19.3% | +9.0% |
| 6M | +48.5% | -8.4% | +56.9% | +48.7% |
| YTD | +42.3% | +30.1% | +12.2% | +21.2% |
| 1Y | +47.4% | +26.4% | +20.9% | +25.7% |
| All | +47.4% | +24.5% | +22.9% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling