+11,383.9%
ORLY vs WCC
+1,758.7%
+9,625.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.8% | -2.7% |
| 7D | -2.3% | +8.5% | -10.8% | -3.7% |
| 30D | -8.2% | -1.0% | -7.2% | -8.2% |
| 3M | -3.5% | +2.1% | -5.6% | -4.6% |
| 6M | -9.2% | +36.8% | -46.0% | -15.1% |
| YTD | -5.8% | +47.7% | -53.6% | -13.4% |
| 1Y | -19.3% | +66.5% | -85.8% | -27.7% |
| 3Y | +34.4% | +134.2% | -99.7% | +8.5% |
| 5Y | +117.8% | +231.6% | -113.8% | +58.4% |
| 10Y | +356.9% | +508.1% | -151.2% | +171.9% |
| All | +11,383.9% | +1,758.7% | +9,625.2% | +4,343.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling