+922.5%
SYY vs WCC
+1,713.7%
-791.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.1% | -2.0% |
| 7D | -2.3% | +4.5% | -6.8% | -3.1% |
| 30D | -4.9% | -5.8% | +0.9% | -4.1% |
| 3M | +8.4% | -3.7% | +12.0% | +8.3% |
| 6M | -7.4% | +23.1% | -30.4% | -12.0% |
| YTD | +11.0% | +44.2% | -33.2% | +2.2% |
| 1Y | -0.2% | +62.1% | -62.3% | -10.6% |
| 3Y | +23.8% | +121.1% | -97.3% | +0.3% |
| 5Y | +18.1% | +214.0% | -195.8% | -13.1% |
| 10Y | +94.6% | +472.8% | -378.2% | +18.9% |
| All | +922.5% | +1,713.7% | -791.2% | +348.9% |
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 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