+196.9%
QSR vs WCC
+412.4%
-215.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.8% | -3.0% |
| 7D | +0.1% | +8.5% | -8.4% | -1.9% |
| 30D | +5.9% | -1.0% | +6.9% | +5.9% |
| 3M | +10.5% | +2.1% | +8.4% | +8.7% |
| 6M | +7.7% | +36.8% | -29.1% | -2.5% |
| YTD | +16.8% | +47.7% | -30.9% | +3.0% |
| 1Y | +30.9% | +66.5% | -35.6% | +11.2% |
| 3Y | +28.2% | +134.2% | -106.0% | -6.5% |
| 5Y | +45.0% | +231.6% | -186.7% | -11.1% |
| 10Y | +127.3% | +508.1% | -380.8% | -11.6% |
| All | +196.9% | +412.4% | -215.5% | +28.5% |
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