+26.4%
WCC vs COO
-7.7%
+34.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +5.9% | -15.8% | -10.6% |
| 7D | -8.8% | +8.4% | -17.2% | -9.9% |
| 30D | -16.0% | +13.5% | -29.5% | -17.9% |
| 3M | -15.2% | -13.8% | -1.5% | -11.7% |
| 6M | -8.4% | +4.7% | -13.1% | -13.5% |
| YTD | +30.1% | -21.4% | +51.5% | +50.2% |
| 1Y | +26.4% | -6.7% | +33.2% | +35.3% |
| All | +26.4% | -7.7% | +34.1% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 1y: compounded portfolio wealth divided by compounded COO 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…
1y analysis · Full analysis span regression · 6 months rolling