+73.4%
NFLX vs WCC
+137.6%
-64.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -2.1% |
| 7D | -5.0% | +8.5% | -13.5% | -5.6% |
| 30D | +3.5% | -1.0% | +4.5% | +3.5% |
| 3M | -7.1% | +2.1% | -9.2% | -7.5% |
| 6M | -22.5% | +36.8% | -59.3% | -26.0% |
| YTD | -18.1% | +47.7% | -65.8% | -23.1% |
| 1Y | -38.3% | +66.5% | -104.8% | -43.4% |
| 3Y | +73.4% | +134.2% | -60.8% | +45.4% |
| All | +73.4% | +137.6% | -64.3% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling