+1,563.0%
WCC vs AEE
+901.4%
+661.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.2% |
| 7D | +9.9% | +1.7% | +8.2% | +9.0% |
| 30D | -8.4% | +9.7% | -18.2% | -12.9% |
| 3M | -10.3% | +5.9% | -16.3% | -13.2% |
| 6M | -10.5% | +6.7% | -17.2% | -14.2% |
| YTD | +32.2% | +17.4% | +14.8% | +20.6% |
| 1Y | +25.5% | +12.7% | +12.9% | +16.8% |
| 3Y | +134.7% | +68.2% | +66.5% | +74.2% |
| 5Y | +139.9% | +57.3% | +82.6% | +82.3% |
| 10Y | +433.5% | +220.6% | +212.8% | +160.5% |
| All | +1,563.0% | +901.4% | +661.7% | +356.6% |
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