+207.9%
TECK vs WCC
+228.2%
-20.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.7% |
| 7D | +4.9% | +6.8% | -1.9% | +2.1% |
| 30D | +5.2% | -3.0% | +8.2% | +6.3% |
| 3M | +13.8% | +0.2% | +13.6% | +13.2% |
| 6M | +38.5% | +33.2% | +5.3% | +22.9% |
| YTD | +47.3% | +45.8% | +1.5% | +26.1% |
| 1Y | +81.0% | +68.4% | +12.6% | +45.6% |
| 3Y | +79.9% | +131.1% | -51.3% | +20.3% |
| 5Y | +207.9% | +225.6% | -17.7% | +55.0% |
| All | +207.9% | +228.2% | -20.3% | +55.0% |
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