+16.8%
KMB vs WCC
+509.2%
-492.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.0% |
| 7D | -2.7% | +8.5% | -11.2% | -3.1% |
| 30D | -5.0% | -1.0% | -4.0% | -5.0% |
| 3M | +6.6% | +2.1% | +4.4% | +6.3% |
| 6M | +1.0% | +36.8% | -35.9% | -0.9% |
| YTD | +6.0% | +47.7% | -41.8% | +3.5% |
| 1Y | -16.6% | +66.5% | -83.1% | -19.1% |
| 3Y | -8.6% | +134.2% | -142.8% | -14.1% |
| 5Y | -10.9% | +231.6% | -242.5% | -19.2% |
| 10Y | +16.8% | +508.1% | -491.3% | -2.7% |
| All | +16.8% | +509.2% | -492.4% | -2.7% |
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 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