+23.6%
SYY vs WCC
+224.0%
-200.4%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +0.5% |
| 7D | +3.9% | +1.5% | +2.4% | +3.7% |
| 30D | -1.7% | -2.1% | +0.4% | -1.6% |
| 3M | +5.2% | +3.8% | +1.4% | +4.0% |
| 6M | -0.2% | +35.0% | -35.2% | -6.0% |
| YTD | +15.4% | +46.4% | -31.0% | +7.0% |
| 1Y | +5.6% | +63.0% | -57.4% | -4.3% |
| 3Y | +28.9% | +133.9% | -105.1% | +4.0% |
| All | +23.6% | +224.0% | -200.4% | -16.9% |
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