-2.2%
NFLX vs WCC
+145.3%
-147.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -0.3% | -9.9% | +9.7% | +1.2% |
| 30D | -10.0% | -13.4% | +3.4% | -8.3% |
| 3M | -17.1% | -13.5% | -3.6% | -15.9% |
| 6M | -27.7% | -10.6% | -17.1% | -27.8% |
| YTD | -32.5% | +30.1% | -62.6% | -39.3% |
| 1Y | -43.5% | +22.3% | -65.8% | -48.5% |
| 3Y | +41.4% | +130.3% | -88.8% | -0.8% |
| 5Y | -2.2% | +144.5% | -146.7% | -39.3% |
| All | -2.2% | +145.3% | -147.5% | -39.3% |
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