+58.1%
PPL vs WCC
+106.2%
-48.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -9.6% | +10.3% | +0.9% |
| 7D | +1.0% | -21.9% | +22.9% | +1.4% |
| 30D | +6.8% | -25.4% | +32.2% | +7.3% |
| 3M | +3.9% | -23.1% | +27.0% | +4.3% |
| 6M | -2.0% | -18.1% | +16.0% | -1.8% |
| YTD | +5.3% | +17.7% | -12.4% | +4.1% |
| 1Y | +2.2% | +12.4% | -10.2% | +1.1% |
| All | +58.1% | +106.2% | -48.1% | +42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling