+1,091.2%
PSX vs WCC
+424.8%
+666.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -7.8% | -9.9% | +2.1% | -4.8% |
| 30D | -9.9% | -13.4% | +3.5% | -6.1% |
| 3M | +16.9% | -13.5% | +30.4% | +21.0% |
| 6M | +48.0% | -10.6% | +58.6% | +49.2% |
| YTD | +98.3% | +30.1% | +68.3% | +72.1% |
| 1Y | +86.2% | +22.3% | +63.8% | +64.7% |
| 3Y | +144.0% | +130.3% | +13.7% | +60.0% |
| 5Y | +287.7% | +144.5% | +143.2% | +130.4% |
| 10Y | +338.3% | +431.8% | -93.5% | +62.1% |
| All | +1,091.2% | +424.8% | +666.4% | +313.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling