+1.3%
PPL vs WCC
+13.7%
-12.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -0.5% |
| 7D | +0.4% | -14.7% | +15.1% | -0.1% |
| 30D | +5.4% | -20.1% | +25.5% | +4.7% |
| 3M | +4.3% | -21.2% | +25.4% | +3.6% |
| 6M | -1.3% | -19.2% | +17.8% | -1.7% |
| YTD | +4.7% | +20.2% | -15.5% | +6.5% |
| 1Y | +1.3% | +14.5% | -13.2% | +1.5% |
| All | +1.3% | +13.7% | -12.4% | +1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling