+12.6%
SONY vs WCC
+139.9%
-127.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.2% | +1.8% |
| 7D | +0.3% | +9.9% | -9.7% | -1.4% |
| 30D | +11.1% | -8.4% | +19.6% | +12.1% |
| 3M | +14.7% | -10.3% | +25.0% | +15.7% |
| 6M | +18.8% | -10.5% | +29.3% | +19.0% |
| YTD | +5.7% | +32.2% | -26.4% | -3.3% |
| 1Y | -8.1% | +25.5% | -33.6% | -15.1% |
| 3Y | +64.0% | +134.7% | -70.7% | +24.4% |
| All | +12.6% | +139.9% | -127.3% | -21.3% |
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