+8.9%
SONY vs WCC
+222.1%
-213.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.1% |
| 7D | -4.9% | +6.8% | -11.7% | -6.1% |
| 30D | -1.6% | -3.0% | +1.4% | -1.2% |
| 3M | +10.0% | +0.2% | +9.8% | +9.0% |
| 6M | +8.4% | +33.2% | -24.7% | +0.5% |
| YTD | -8.4% | +45.8% | -54.3% | -17.1% |
| 1Y | -18.4% | +68.4% | -86.7% | -28.7% |
| 3Y | +41.0% | +131.1% | -90.2% | +8.8% |
| All | +8.9% | +222.1% | -213.2% | -27.1% |
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 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