+111.5%
SYY vs WCC
+518.6%
-407.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.2% | +4.1% | +1.8% |
| 7D | +1.5% | +1.7% | -0.1% | +1.0% |
| 30D | -2.3% | -6.1% | +3.7% | -0.9% |
| 3M | +5.5% | +3.1% | +2.4% | +3.3% |
| 6M | -1.0% | +28.2% | -29.2% | -9.9% |
| YTD | +14.1% | +41.1% | -27.0% | +0.4% |
| 1Y | +5.6% | +61.3% | -55.7% | -11.7% |
| 3Y | +27.9% | +123.6% | -95.8% | -11.2% |
| 5Y | +22.7% | +214.8% | -192.1% | -31.1% |
| All | +111.5% | +518.6% | -407.0% | -35.6% |
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