+9,555.0%
ROST vs WCC
+1,713.7%
+7,841.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.9% | -4.3% | -1.4% |
| 7D | +0.9% | +4.5% | -3.5% | -0.2% |
| 30D | -8.9% | -5.8% | -3.1% | -7.8% |
| 3M | -0.8% | -3.7% | +2.8% | -0.8% |
| 6M | +8.5% | +23.1% | -14.6% | +1.6% |
| YTD | +28.6% | +44.2% | -15.6% | +15.5% |
| 1Y | +52.3% | +62.1% | -9.8% | +32.2% |
| 3Y | +94.8% | +121.1% | -26.3% | +49.2% |
| 5Y | +110.8% | +214.0% | -103.2% | +43.6% |
| 10Y | +304.5% | +472.8% | -168.3% | +119.7% |
| All | +9,555.0% | +1,713.7% | +7,841.2% | +3,108.5% |
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