+452.9%
NFLX vs WCC
+440.3%
+12.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | -4.4% | +14.2% | -18.6% | -6.5% |
| 30D | -11.0% | -9.8% | -1.2% | -10.0% |
| 3M | -15.5% | -10.1% | -5.4% | -14.9% |
| 6M | -28.5% | -9.4% | -19.1% | -28.6% |
| YTD | -33.1% | +34.4% | -67.5% | -39.0% |
| 1Y | -45.8% | +23.3% | -69.1% | -49.8% |
| 3Y | +40.2% | +137.9% | -97.8% | +8.2% |
| 5Y | -8.2% | +144.0% | -152.1% | -31.7% |
| All | +452.9% | +440.3% | +12.6% | +259.4% |
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