+368.8%
SNXX vs WCC
+25.1%
+343.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +3.7% | -10.8% | -15.7% |
| 7D | -12.0% | +1.5% | -13.6% | -16.2% |
| 30D | +37.9% | -2.1% | +40.1% | +46.5% |
| 3M | -52.7% | +3.8% | -56.5% | -46.7% |
| 6M | +194.8% | +35.0% | +159.8% | +105.5% |
| All | +368.8% | +25.1% | +343.7% | +301.7% |
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