-99.5%
SPXU vs WCC
+541.6%
-641.2%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.7% | -6.2% | +0.2% |
| 7D | +2.5% | +1.5% | +1.0% | +3.7% |
| 30D | +4.2% | -2.1% | +6.3% | +3.0% |
| 3M | -9.3% | +3.8% | -13.1% | -4.7% |
| 6M | -30.7% | +35.0% | -65.7% | -9.0% |
| YTD | -28.1% | +46.4% | -74.5% | +1.5% |
| 1Y | -35.2% | +63.0% | -98.2% | +0.8% |
| 3Y | -79.9% | +133.9% | -213.9% | -47.4% |
| 5Y | -86.4% | +226.5% | -312.9% | -37.5% |
| All | -99.5% | +541.6% | -641.2% | -92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling