+74.5%
UBER vs WCC
+557.5%
-482.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.2% | +5.3% | +3.4% |
| 7D | -4.5% | +1.7% | -6.1% | -5.2% |
| 30D | -7.6% | -6.1% | -1.6% | -5.8% |
| 3M | +5.8% | +3.1% | +2.7% | +2.3% |
| 6M | +0.3% | +28.2% | -28.0% | -12.8% |
| YTD | -11.2% | +41.1% | -52.3% | -26.8% |
| 1Y | -23.0% | +61.3% | -84.3% | -40.7% |
| 3Y | +53.6% | +123.6% | -70.0% | -6.7% |
| 5Y | +81.9% | +214.8% | -132.9% | -11.7% |
| All | +74.5% | +557.5% | -482.9% | -55.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling