+4,434.3%
WCC vs EXEL
+273.2%
+4,161.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.2% | +4.1% | +3.9% |
| 7D | +4.5% | +8.4% | -3.9% | +3.0% |
| 30D | -5.8% | +4.1% | -9.9% | -6.6% |
| 3M | -3.7% | +12.4% | -16.1% | -5.9% |
| 6M | +23.1% | +41.5% | -18.5% | +15.2% |
| YTD | +44.2% | +34.6% | +9.5% | +35.9% |
| 1Y | +62.1% | +57.9% | +4.2% | +47.9% |
| 3Y | +121.1% | +159.5% | -38.4% | +80.9% |
| 5Y | +214.0% | +198.5% | +15.5% | +147.8% |
| 10Y | +472.8% | +411.4% | +61.4% | +277.9% |
| All | +4,434.3% | +273.2% | +4,161.2% | +1,551.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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