-33.5%
MKC vs WCC
+228.2%
-261.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.8% |
| 7D | -4.3% | +6.8% | -11.1% | -4.5% |
| 30D | -3.1% | -3.0% | -0.1% | -3.0% |
| 3M | +6.8% | +0.2% | +6.6% | +6.7% |
| 6M | -18.3% | +33.2% | -51.5% | -19.8% |
| YTD | -23.1% | +45.8% | -68.9% | -24.9% |
| 1Y | -23.7% | +68.4% | -92.1% | -26.3% |
| 3Y | -31.0% | +131.1% | -162.1% | -35.9% |
| 5Y | -33.5% | +225.6% | -259.1% | -40.5% |
| All | -33.5% | +228.2% | -261.7% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling