+2,006.3%
LLY vs WCC
+492.1%
+1,514.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +8.1% | -3.8% | +3.6% |
| 7D | +0.1% | -5.7% | +5.8% | +0.5% |
| 30D | +19.7% | -13.5% | +33.2% | +21.0% |
| 3M | +19.3% | -12.9% | +32.1% | +20.2% |
| 6M | +49.3% | -10.7% | +60.0% | +49.6% |
| YTD | +32.0% | +30.0% | +2.0% | +27.2% |
| 1Y | +53.7% | +24.7% | +29.0% | +48.6% |
| 3Y | +143.7% | +136.6% | +7.2% | +118.6% |
| 5Y | +463.9% | +143.9% | +320.0% | +394.6% |
| 10Y | +2,006.3% | +465.9% | +1,540.4% | +1,530.5% |
| All | +2,006.3% | +492.1% | +1,514.3% | +1,530.5% |
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