+608.2%
OKTA vs WCC
+422.8%
+185.4%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.7% | -6.4% | -3.6% |
| 7D | -2.4% | +1.5% | -3.9% | -2.9% |
| 30D | +13.0% | -2.1% | +15.2% | +13.5% |
| 3M | +41.7% | +3.8% | +37.9% | +39.4% |
| 6M | +105.9% | +35.0% | +71.0% | +86.7% |
| YTD | +92.6% | +46.4% | +46.2% | +70.4% |
| 1Y | +81.1% | +63.0% | +18.1% | +55.2% |
| 3Y | +84.8% | +133.9% | -49.1% | +38.4% |
| 5Y | -34.4% | +226.5% | -261.0% | -55.1% |
| All | +608.2% | +422.8% | +185.4% | +290.5% |
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