+26.3%
SYY vs WCC
+129.2%
-102.9%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.3% |
| 7D | -0.2% | +6.8% | -7.0% | -0.8% |
| 30D | -2.7% | -3.0% | +0.3% | -2.6% |
| 3M | +5.9% | +0.2% | +5.7% | +5.6% |
| 6M | -2.3% | +33.2% | -35.5% | -5.5% |
| YTD | +13.1% | +45.8% | -32.7% | +8.4% |
| 1Y | +3.8% | +68.4% | -64.6% | -2.1% |
| All | +26.3% | +129.2% | -102.9% | +12.4% |
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 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