+40.4%
QSR vs WCC
+211.6%
-171.2%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.6% | -0.2% |
| 7D | -4.7% | +1.7% | -6.4% | -4.9% |
| 30D | +4.3% | -6.1% | +10.4% | +5.1% |
| 3M | +5.4% | +3.1% | +2.4% | +4.4% |
| 6M | +8.2% | +28.2% | -20.1% | +2.8% |
| YTD | +14.1% | +41.1% | -27.0% | +6.4% |
| 1Y | +28.1% | +61.3% | -33.2% | +16.3% |
| 3Y | +25.3% | +123.6% | -98.4% | +3.5% |
| 5Y | +40.4% | +214.8% | -174.4% | +1.3% |
| All | +40.4% | +211.6% | -171.2% | +1.3% |
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