+2,058.9%
LOW vs WCC
+1,713.7%
+345.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.9% | -2.6% | +0.3% |
| 7D | -1.7% | +4.5% | -6.2% | -2.8% |
| 30D | -7.0% | -5.8% | -1.2% | -5.9% |
| 3M | -0.9% | -3.7% | +2.8% | -0.9% |
| 6M | -20.1% | +23.1% | -43.1% | -25.3% |
| YTD | -13.9% | +44.2% | -58.1% | -22.9% |
| 1Y | -21.1% | +62.1% | -83.2% | -31.9% |
| 3Y | -6.6% | +121.1% | -127.7% | -28.7% |
| 5Y | +9.4% | +214.0% | -204.6% | -26.3% |
| 10Y | +220.5% | +472.8% | -252.3% | +69.6% |
| All | +2,058.9% | +1,713.7% | +345.2% | +656.0% |
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