+1,176.2%
MCD vs WCC
+1,412.6%
-236.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.8% |
| 7D | +7.1% | -14.7% | +21.8% | +9.0% |
| 30D | +19.8% | -20.1% | +39.8% | +22.6% |
| 3M | +0.8% | -21.2% | +22.0% | +3.2% |
| 6M | -1.3% | -19.2% | +17.9% | +0.2% |
| YTD | -7.8% | +20.2% | -28.0% | -11.6% |
| 1Y | -5.0% | +14.5% | -19.4% | -8.4% |
| 3Y | +10.5% | +115.1% | -104.6% | -5.2% |
| 5Y | +22.0% | +121.5% | -99.5% | +1.3% |
| 10Y | +216.7% | +468.1% | -251.4% | +115.0% |
| All | +1,176.2% | +1,412.6% | -236.4% | +570.2% |
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