+1,591.1%
WCC vs AEE
+890.5%
+700.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +14.2% | +0.6% | +13.6% | +13.9% |
| 30D | -9.8% | +8.8% | -18.7% | -13.8% |
| 3M | -10.1% | +5.1% | -15.2% | -12.6% |
| 6M | -9.4% | +5.2% | -14.6% | -12.5% |
| YTD | +34.4% | +16.1% | +18.3% | +23.3% |
| 1Y | +23.3% | +10.4% | +12.9% | +15.9% |
| 3Y | +137.9% | +63.1% | +74.8% | +79.5% |
| 5Y | +144.0% | +55.6% | +88.4% | +86.5% |
| 10Y | +442.5% | +217.1% | +225.3% | +166.4% |
| All | +1,591.1% | +890.5% | +700.6% | +366.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling