+1,545.2%
LLY vs WCC
+509.2%
+1,036.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.7% | -2.4% |
| 7D | -3.1% | +8.5% | -11.6% | -3.9% |
| 30D | -5.1% | -1.0% | -4.1% | -5.1% |
| 3M | -2.1% | +2.1% | -4.2% | -2.6% |
| 6M | +13.8% | +36.8% | -23.0% | +9.8% |
| YTD | +5.1% | +47.7% | -42.6% | +0.3% |
| 1Y | +53.1% | +66.5% | -13.4% | +44.3% |
| 3Y | +95.6% | +134.2% | -38.5% | +75.4% |
| 5Y | +361.5% | +231.6% | +129.9% | +293.0% |
| 10Y | +1,545.2% | +508.1% | +1,037.1% | +1,130.4% |
| All | +1,545.2% | +509.2% | +1,036.0% | +1,130.4% |
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