+46.3%
LYB vs WCC
+541.6%
-495.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.7% | -4.7% | -2.4% |
| 7D | +0.3% | +1.5% | -1.3% | -0.4% |
| 30D | +2.5% | -2.1% | +4.6% | +2.8% |
| 3M | +1.4% | +3.8% | -2.4% | -1.9% |
| 6M | -3.5% | +35.0% | -38.5% | -18.5% |
| YTD | +52.0% | +46.4% | +5.6% | +23.0% |
| 1Y | +22.1% | +63.0% | -40.9% | -6.8% |
| 3Y | -22.8% | +133.9% | -156.7% | -54.1% |
| 5Y | -3.4% | +226.5% | -229.9% | -56.0% |
| All | +46.3% | +541.6% | -495.4% | -61.2% |
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 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