+465.9%
WCC vs COO
+40.7%
+425.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.5% | +5.6% | +6.8% |
| 7D | -5.7% | +4.3% | -10.0% | -8.1% |
| 30D | -13.5% | +17.6% | -31.0% | -21.3% |
| 3M | -12.9% | -13.9% | +1.0% | -7.3% |
| 6M | -10.7% | +6.6% | -17.2% | -17.2% |
| YTD | +30.0% | -22.0% | +52.0% | +44.9% |
| 1Y | +24.7% | -8.8% | +33.5% | +26.7% |
| 3Y | +136.6% | -21.5% | +158.0% | +151.6% |
| 5Y | +143.9% | -41.0% | +184.9% | +201.7% |
| 10Y | +465.9% | +40.9% | +425.0% | +500.8% |
| All | +465.9% | +40.7% | +425.2% | +500.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling