+565.8%
PLTR vs WCC
+229.6%
+336.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.5% | -4.8% | -3.6% |
| 7D | -5.3% | +8.5% | -13.8% | -9.3% |
| 30D | -1.0% | -1.0% | 0.0% | -0.9% |
| 3M | +24.8% | +2.1% | +22.7% | +20.8% |
| 6M | +8.4% | +36.8% | -28.5% | -13.2% |
| YTD | -4.2% | +47.7% | -51.9% | -27.6% |
| 1Y | +9.1% | +66.5% | -57.4% | -24.0% |
| 3Y | +1,025.6% | +134.2% | +891.4% | +477.7% |
| 5Y | +565.8% | +231.6% | +334.1% | +157.8% |
| All | +565.8% | +229.6% | +336.1% | +157.8% |
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 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