+15.3%
SYY vs WCC
+139.9%
-124.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.3% |
| 7D | +0.3% | +9.9% | -9.6% | -1.0% |
| 30D | -4.8% | -8.4% | +3.7% | -4.1% |
| 3M | -7.1% | -10.3% | +3.3% | -6.4% |
| 6M | +6.8% | -10.5% | +17.3% | +7.0% |
| YTD | +7.7% | +32.2% | -24.5% | +0.8% |
| 1Y | +5.7% | +25.5% | -19.9% | -0.4% |
| 3Y | +24.6% | +134.7% | -110.1% | -0.6% |
| All | +15.3% | +139.9% | -124.6% | -14.9% |
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