+457.2%
KO vs WCC
+1,734.6%
-1,277.4%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.3% | +0.4% | -0.8% |
| 7D | -0.8% | +6.8% | -7.6% | -1.4% |
| 30D | +0.8% | -3.0% | +3.8% | +1.0% |
| 3M | +8.3% | +0.2% | +8.1% | +7.9% |
| 6M | +14.0% | +33.2% | -19.1% | +10.1% |
| YTD | +26.9% | +45.8% | -18.9% | +21.3% |
| 1Y | +32.7% | +68.4% | -35.7% | +24.6% |
| 3Y | +63.9% | +131.1% | -67.2% | +45.5% |
| 5Y | +81.7% | +225.6% | -143.9% | +52.2% |
| 10Y | +183.0% | +534.2% | -351.2% | +109.2% |
| All | +457.2% | +1,734.6% | -1,277.4% | +236.9% |
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