+1,713.7%
WCC vs COO
+2,944.4%
-1,230.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.5% | +5.4% | +4.5% |
| 7D | +4.5% | -2.2% | +6.7% | +5.4% |
| 30D | -5.8% | -7.0% | +1.2% | -3.2% |
| 3M | -3.7% | +12.2% | -15.9% | -9.1% |
| 6M | +23.1% | -15.1% | +38.2% | +30.2% |
| YTD | +44.2% | -15.1% | +59.2% | +52.7% |
| 1Y | +62.1% | +2.3% | +59.8% | +58.5% |
| 3Y | +121.1% | -23.7% | +144.8% | +139.1% |
| 5Y | +214.0% | -38.9% | +252.9% | +268.5% |
| 10Y | +472.8% | +49.9% | +422.9% | +382.4% |
| All | +1,713.7% | +2,944.4% | -1,230.6% | +494.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling