+9,615.1%
ROST vs WCC
+1,563.0%
+8,052.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.7% | -1.9% |
| 7D | +0.3% | +9.9% | -9.7% | -2.0% |
| 30D | +0.5% | -8.4% | +8.9% | +2.0% |
| 3M | -5.2% | -10.3% | +5.1% | -3.8% |
| 6M | +9.8% | -10.5% | +20.3% | +10.7% |
| YTD | +29.4% | +32.2% | -2.8% | +17.6% |
| 1Y | +44.4% | +25.5% | +18.8% | +32.7% |
| 3Y | +95.0% | +134.7% | -39.7% | +46.0% |
| 5Y | +111.9% | +139.9% | -28.1% | +52.8% |
| 10Y | +301.2% | +433.5% | -132.2% | +120.3% |
| All | +9,615.1% | +1,563.0% | +8,052.1% | +3,166.6% |
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