+3,433.9%
WCN vs WCC
+1,713.7%
+1,720.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.9% | -5.0% | -1.7% |
| 7D | -0.6% | +4.5% | -5.1% | -1.2% |
| 30D | +0.4% | -5.8% | +6.2% | +1.1% |
| 3M | +7.3% | -3.7% | +11.0% | +7.2% |
| 6M | -2.5% | +23.1% | -25.6% | -6.2% |
| YTD | -5.4% | +44.2% | -49.5% | -11.0% |
| 1Y | -8.5% | +62.1% | -70.5% | -15.6% |
| 3Y | +20.8% | +121.1% | -100.3% | +3.3% |
| 5Y | +30.0% | +214.0% | -183.9% | +2.8% |
| 10Y | +238.4% | +472.8% | -234.4% | +128.6% |
| All | +3,433.9% | +1,713.7% | +1,720.2% | +1,859.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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