+499.6%
PLTR vs WCC
+117.0%
+382.6%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +2.4% |
| 7D | -12.9% | -14.7% | +1.8% | -5.8% |
| 30D | -17.4% | -20.1% | +2.7% | -7.9% |
| 3M | +2.9% | -21.2% | +24.0% | +14.3% |
| 6M | +19.9% | -19.2% | +39.0% | +28.6% |
| YTD | -9.8% | +20.2% | -30.0% | -25.2% |
| 1Y | -8.4% | +14.5% | -22.8% | -21.9% |
| 3Y | +765.0% | +115.1% | +649.9% | +344.9% |
| All | +499.6% | +117.0% | +382.6% | +180.9% |
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