+687.9%
NFLX vs WCC
+506.2%
+181.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -0.7% |
| 7D | -8.1% | +6.8% | -14.9% | -9.2% |
| 30D | -0.3% | -3.0% | +2.7% | -0.1% |
| 3M | -6.6% | +0.2% | -6.8% | -7.5% |
| 6M | -22.7% | +33.2% | -55.8% | -28.0% |
| YTD | -18.9% | +45.8% | -64.7% | -26.2% |
| 1Y | -39.8% | +68.4% | -108.2% | -47.1% |
| 3Y | +71.7% | +131.1% | -59.4% | +35.7% |
| 5Y | +27.2% | +225.6% | -198.4% | -8.1% |
| 10Y | +687.9% | +534.2% | +153.7% | +423.7% |
| All | +687.9% | +506.2% | +181.7% | +423.7% |
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