-45.1%
OUST vs WCC
+153.2%
-198.3%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.3% | -3.3% | -2.4% |
| 7D | +14.0% | +3.3% | +10.6% | +11.6% |
| 30D | +2.5% | -9.4% | +12.0% | +8.9% |
| 3M | -15.3% | -10.5% | -4.8% | -8.5% |
| 6M | +42.6% | -10.4% | +53.0% | +56.8% |
| YTD | +76.6% | +34.4% | +42.2% | +46.8% |
| 1Y | +54.1% | +27.7% | +26.4% | +33.1% |
| 3Y | +675.3% | +137.9% | +537.3% | +328.8% |
| 5Y | -45.1% | +147.0% | -192.1% | -73.6% |
| All | -45.1% | +153.2% | -198.3% | -73.6% |
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