+425.7%
META vs WCC
+492.1%
-66.4%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +8.1% | -3.0% | +3.3% |
| 7D | +5.7% | -5.7% | +11.4% | +6.9% |
| 30D | -10.8% | -13.5% | +2.7% | -8.1% |
| 3M | +8.4% | -12.9% | +21.3% | +11.2% |
| 6M | +5.4% | -10.7% | +16.1% | +6.6% |
| YTD | -2.6% | +30.0% | -32.6% | -11.0% |
| 1Y | +3.5% | +24.7% | -21.2% | -4.6% |
| 3Y | +102.0% | +136.6% | -34.6% | +51.0% |
| 5Y | +93.1% | +143.9% | -50.8% | +39.3% |
| 10Y | +425.7% | +465.9% | -40.3% | +216.7% |
| All | +425.7% | +492.1% | -66.4% | +216.7% |
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