-79.4%
SPXU vs WCC
+121.8%
-201.3%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.1% | -0.1% |
| 7D | +6.4% | +1.7% | +4.7% | +7.4% |
| 30D | +5.9% | -6.1% | +12.0% | +2.4% |
| 3M | -11.7% | +3.1% | -14.8% | -8.1% |
| 6M | -28.7% | +28.2% | -56.9% | -12.4% |
| YTD | -26.4% | +41.1% | -67.4% | -2.6% |
| 1Y | -35.2% | +61.3% | -96.5% | -5.0% |
| All | -79.4% | +121.8% | -201.3% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling