+530.2%
WCC vs FIVN
+118.5%
+411.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.4% | +3.5% |
| 7D | +1.5% | -7.8% | +9.4% | +3.1% |
| 30D | -2.1% | -1.7% | -0.4% | -2.1% |
| 3M | +3.8% | +47.2% | -43.4% | -5.7% |
| 6M | +35.0% | +82.7% | -47.7% | +14.3% |
| YTD | +46.4% | +52.9% | -6.6% | +27.7% |
| 1Y | +63.0% | +17.5% | +45.5% | +50.6% |
| 3Y | +133.9% | -55.8% | +189.8% | +157.8% |
| 5Y | +226.5% | -82.3% | +308.9% | +299.5% |
| All | +530.2% | +118.5% | +411.7% | +446.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded FIVN 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling