+770.0%
WDC vs COO
-24.0%
+794.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.1% |
| 7D | +12.1% | +0.5% | +11.6% | +12.0% |
| 30D | -18.8% | +14.2% | -33.0% | -20.6% |
| 3M | -39.3% | -18.2% | -21.1% | -37.6% |
| 6M | -40.1% | +5.3% | -45.5% | -42.6% |
| YTD | +71.8% | -23.6% | +95.4% | +82.8% |
| 1Y | +88.5% | -12.7% | +101.2% | +92.5% |
| 3Y | +770.0% | -24.2% | +794.2% | +804.8% |
| All | +770.0% | -24.0% | +794.0% | +804.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling