+1,713.7%
WCC vs AEE
+822.4%
+891.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.1% | +3.8% | +3.8% |
| 7D | +4.5% | +0.3% | +4.1% | +4.3% |
| 30D | -5.8% | -2.3% | -3.5% | -4.8% |
| 3M | -3.7% | +0.2% | -3.9% | -4.4% |
| 6M | +23.1% | -4.7% | +27.8% | +25.4% |
| YTD | +44.2% | +8.1% | +36.1% | +37.5% |
| 1Y | +62.1% | +8.5% | +53.5% | +53.7% |
| 3Y | +121.1% | +48.9% | +72.2% | +74.8% |
| 5Y | +214.0% | +39.9% | +174.0% | +153.5% |
| 10Y | +472.8% | +186.5% | +286.3% | +196.1% |
| All | +1,713.7% | +822.4% | +891.3% | +420.5% |
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