+550.6%
ROKU vs WCC
+533.2%
+17.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.1% |
| 7D | -3.0% | +6.8% | -9.8% | -5.5% |
| 30D | +0.7% | -3.0% | +3.7% | +1.5% |
| 3M | +26.5% | +0.2% | +26.3% | +24.5% |
| 6M | +52.6% | +33.2% | +19.5% | +33.7% |
| YTD | +40.9% | +45.8% | -4.9% | +18.4% |
| 1Y | +57.6% | +68.4% | -10.7% | +24.3% |
| 3Y | +83.2% | +131.1% | -47.9% | +23.9% |
| 5Y | -54.8% | +225.6% | -280.4% | -72.8% |
| All | +550.6% | +533.2% | +17.5% | +226.1% |
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