+2,958.3%
LLY vs WCC
+1,713.7%
+1,244.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.9% | -4.8% | -1.4% |
| 7D | -2.1% | +4.5% | -6.6% | -2.7% |
| 30D | -1.6% | -5.8% | +4.2% | -1.0% |
| 3M | +2.3% | -3.7% | +5.9% | +2.2% |
| 6M | +14.9% | +23.1% | -8.2% | +11.1% |
| YTD | +7.5% | +44.2% | -36.7% | +1.6% |
| 1Y | +55.7% | +62.1% | -6.4% | +44.8% |
| 3Y | +110.6% | +121.1% | -10.5% | +84.1% |
| 5Y | +363.4% | +214.0% | +149.5% | +277.6% |
| 10Y | +1,649.0% | +472.8% | +1,176.2% | +1,140.2% |
| All | +2,958.3% | +1,713.7% | +1,244.5% | +1,527.2% |
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