+3,502.8%
LLY vs WCC
+1,412.6%
+2,090.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.0% |
| 7D | -4.5% | -14.7% | +10.2% | -2.8% |
| 30D | +13.9% | -20.1% | +34.0% | +16.7% |
| 3M | +13.8% | -21.2% | +34.9% | +16.5% |
| 6M | +37.6% | -19.2% | +56.8% | +39.7% |
| YTD | +26.6% | +20.2% | +6.4% | +21.9% |
| 1Y | +45.3% | +14.5% | +30.9% | +40.7% |
| 3Y | +132.2% | +115.1% | +17.1% | +103.0% |
| 5Y | +434.7% | +121.5% | +313.2% | +353.6% |
| 10Y | +2,084.3% | +468.1% | +1,616.2% | +1,441.6% |
| All | +3,502.8% | +1,412.6% | +2,090.2% | +1,851.6% |
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