+1,436.9%
QQQ vs WCC
+1,758.7%
-321.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.7% |
| 7D | +1.5% | +8.5% | -7.0% | -0.5% |
| 30D | -0.6% | -1.0% | +0.3% | -0.6% |
| 3M | +0.4% | +2.1% | -1.7% | -0.5% |
| 6M | +20.1% | +36.8% | -16.8% | +10.2% |
| YTD | +17.2% | +47.7% | -30.5% | +5.3% |
| 1Y | +24.7% | +66.5% | -41.8% | +8.2% |
| 3Y | +96.2% | +134.2% | -38.0% | +50.8% |
| 5Y | +94.4% | +231.6% | -137.3% | +33.3% |
| 10Y | +556.7% | +508.1% | +48.6% | +252.5% |
| All | +1,436.9% | +1,758.7% | -321.8% | +346.5% |
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 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