+295.3%
NSC vs WCC
+447.5%
-152.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.2% | -4.6% | -3.1% |
| 7D | -6.2% | -14.7% | +8.5% | -2.1% |
| 30D | +2.6% | -20.1% | +22.6% | +8.8% |
| 3M | -5.8% | -21.2% | +15.3% | -0.2% |
| 6M | +2.1% | -19.2% | +21.3% | +6.3% |
| YTD | +12.7% | +20.2% | -7.5% | +2.2% |
| 1Y | +15.9% | +14.5% | +1.4% | +6.5% |
| 3Y | +74.0% | +115.1% | -41.1% | +22.2% |
| 5Y | +25.2% | +121.5% | -96.3% | -18.7% |
| All | +295.3% | +447.5% | -152.3% | +58.8% |
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