+891.9%
SYY vs WCC
+1,563.0%
-671.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.4% |
| 7D | +0.3% | +9.9% | -9.6% | -1.4% |
| 30D | -4.8% | -8.4% | +3.7% | -3.8% |
| 3M | -7.1% | -10.3% | +3.3% | -6.1% |
| 6M | +6.8% | -10.5% | +17.3% | +7.1% |
| YTD | +7.7% | +32.2% | -24.5% | -0.2% |
| 1Y | +5.7% | +25.5% | -19.9% | -1.2% |
| 3Y | +24.6% | +134.7% | -110.1% | -0.9% |
| 5Y | +15.6% | +139.9% | -124.3% | -11.2% |
| 10Y | +87.9% | +433.5% | -345.5% | +15.6% |
| All | +891.9% | +1,563.0% | -671.2% | +338.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling