+10,029.5%
WDC vs C
+1,032.0%
+8,997.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | -28.0% | -2.4% | -25.6% | -27.1% |
| 30D | -34.9% | -6.0% | -29.0% | -33.1% |
| 3M | -41.6% | -10.5% | -31.0% | -38.8% |
| 6M | -45.4% | -5.7% | -39.7% | -43.6% |
| YTD | +53.3% | +4.1% | +49.2% | +52.0% |
| 1Y | +61.5% | +20.5% | +41.0% | +51.1% |
| 3Y | +712.3% | +208.1% | +504.2% | +420.7% |
| 5Y | +524.2% | +110.4% | +413.8% | +364.2% |
| 10Y | +616.5% | +234.6% | +381.9% | +349.2% |
| All | +10,029.5% | +1,032.0% | +8,997.6% | +2,658.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling