+642.9%
WDC vs C
+216.5%
+426.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +4.2% | +7.9% | +9.1% |
| 30D | -18.8% | +2.0% | -20.8% | -19.4% |
| 3M | -39.3% | -10.1% | -29.2% | -34.5% |
| 6M | -40.1% | +1.0% | -41.1% | -39.8% |
| YTD | +71.8% | +8.5% | +63.3% | +63.8% |
| 1Y | +88.5% | +25.7% | +62.7% | +62.4% |
| 3Y | +770.0% | +216.0% | +554.0% | +288.9% |
| 5Y | +549.0% | +112.3% | +436.7% | +275.2% |
| All | +642.9% | +216.5% | +426.3% | +250.1% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling