+138.7%
WCC vs AEE
+63.2%
+75.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +14.2% | +0.6% | +13.6% | +14.1% |
| 30D | -9.8% | +8.8% | -18.7% | -11.4% |
| 3M | -10.1% | +5.1% | -15.2% | -11.0% |
| 6M | -9.4% | +5.2% | -14.6% | -10.7% |
| YTD | +34.4% | +16.1% | +18.3% | +29.6% |
| 1Y | +23.3% | +10.4% | +12.9% | +20.3% |
| All | +138.7% | +63.2% | +75.5% | +90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling