-68.5%
OUST vs WCC
+494.8%
-563.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -9.6% | +0.5% | -3.1% |
| 7D | -5.0% | -21.9% | +16.8% | +9.6% |
| 30D | -32.0% | -25.4% | -6.6% | -19.1% |
| 3M | -32.4% | -23.1% | -9.3% | -20.5% |
| 6M | +6.7% | -18.1% | +24.8% | +23.3% |
| YTD | +41.0% | +17.7% | +23.4% | +31.6% |
| 1Y | +18.0% | +12.4% | +5.6% | +13.4% |
| 3Y | +560.6% | +105.9% | +454.7% | +352.9% |
| 5Y | -55.1% | +116.8% | -171.9% | -71.3% |
| All | -68.5% | +494.8% | -563.4% | -81.3% |
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 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