+90.1%
OKTA vs WCC
+61.8%
+28.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.9% | -3.8% | -0.4% |
| 7D | +2.6% | +4.5% | -1.8% | +2.1% |
| 30D | +16.0% | -5.8% | +21.8% | +16.6% |
| 3M | +38.2% | -3.7% | +41.8% | +38.0% |
| 6M | +137.8% | +23.1% | +114.7% | +124.3% |
| YTD | +97.3% | +44.2% | +53.1% | +77.7% |
| 1Y | +90.1% | +62.1% | +28.0% | +66.3% |
| All | +90.1% | +61.8% | +28.3% | +66.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling