+368.5%
PSX vs WCC
+228.2%
+140.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +0.9% |
| 7D | +1.8% | +6.8% | -5.0% | +0.3% |
| 30D | +21.6% | -3.0% | +24.7% | +22.3% |
| 3M | +46.5% | +0.2% | +46.3% | +45.1% |
| 6M | +62.0% | +33.2% | +28.8% | +47.3% |
| YTD | +106.3% | +45.8% | +60.5% | +82.3% |
| 1Y | +103.0% | +68.4% | +34.6% | +71.3% |
| 3Y | +135.5% | +131.1% | +4.4% | +74.2% |
| 5Y | +368.5% | +225.6% | +142.9% | +192.8% |
| All | +368.5% | +228.2% | +140.3% | +192.8% |
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