+225.6%
WCC vs AEE
+39.2%
+186.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.8% | -1.1% |
| 7D | +6.8% | +1.1% | +5.8% | +6.4% |
| 30D | -3.0% | 0.0% | -3.0% | -3.1% |
| 3M | +0.2% | -0.9% | +1.1% | 0.0% |
| 6M | +33.2% | -2.4% | +35.6% | +33.7% |
| YTD | +45.8% | +8.6% | +37.2% | +40.5% |
| 1Y | +68.4% | +10.2% | +58.2% | +60.9% |
| 3Y | +131.1% | +47.8% | +83.3% | +91.8% |
| 5Y | +225.6% | +40.1% | +185.5% | +173.2% |
| All | +225.6% | +39.2% | +186.5% | +173.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling