+1,591.2%
WCC vs CASY
+6,756.7%
-5,165.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +2.5% |
| 7D | +3.3% | +5.8% | -2.5% | +1.1% |
| 30D | -9.4% | +10.7% | -20.1% | -13.2% |
| 3M | -10.5% | -13.9% | +3.4% | -6.6% |
| 6M | -10.4% | -18.4% | +8.0% | -6.5% |
| YTD | +34.4% | +29.6% | +4.8% | +17.3% |
| 1Y | +27.7% | +32.8% | -5.2% | +10.1% |
| 3Y | +137.9% | +162.3% | -24.3% | +53.7% |
| 5Y | +147.0% | +265.0% | -118.0% | +39.1% |
| 10Y | +442.5% | +555.4% | -112.9% | +138.0% |
| All | +1,591.2% | +6,756.7% | -5,165.5% | +189.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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