+22.2%
WCC vs COO
-8.8%
+31.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.5% | +5.6% | +7.8% |
| 7D | -5.7% | +4.3% | -10.0% | -6.2% |
| 30D | -13.5% | +17.6% | -31.0% | -16.3% |
| 3M | -12.9% | -13.9% | +1.0% | -9.3% |
| 6M | -10.7% | +6.6% | -17.2% | -17.3% |
| YTD | +30.0% | -22.0% | +52.0% | +50.5% |
| All | +22.2% | -8.8% | +31.0% | +33.5% |
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