+38.7%
KMB vs WCC
+492.1%
-453.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.1% | -4.9% | +2.9% |
| 7D | +3.4% | -5.7% | +9.1% | +3.5% |
| 30D | +14.7% | -13.5% | +28.2% | +15.2% |
| 3M | +3.3% | -12.9% | +16.1% | +3.6% |
| 6M | +16.8% | -10.7% | +27.5% | +16.9% |
| YTD | +15.2% | +30.0% | -14.8% | +13.0% |
| 1Y | +13.3% | +24.7% | -11.4% | +11.3% |
| 3Y | +5.4% | +136.6% | -131.1% | -1.3% |
| 5Y | +2.7% | +143.9% | -141.2% | -5.3% |
| 10Y | +38.7% | +465.9% | -427.3% | +22.0% |
| All | +38.7% | +492.1% | -453.4% | +22.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling