+6.5%
ULTA vs WCC
+61.8%
-55.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.9% | -2.6% | +0.7% |
| 7D | +9.0% | +4.5% | +4.5% | +8.3% |
| 30D | +4.6% | -5.8% | +10.4% | +5.3% |
| 3M | +22.0% | -3.7% | +25.6% | +22.3% |
| 6M | -14.7% | +23.1% | -37.8% | -19.1% |
| YTD | -6.8% | +44.2% | -50.9% | -14.4% |
| 1Y | +6.5% | +62.1% | -55.6% | -4.6% |
| All | +6.5% | +61.8% | -55.2% | -4.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling