+17,845.4%
WDC vs COST
+11,743.1%
+6,102.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.0% | +6.9% | +6.3% |
| 7D | +1.7% | -3.1% | +4.9% | +3.0% |
| 30D | -10.0% | -2.8% | -7.2% | -9.2% |
| 3M | -18.8% | -5.7% | -13.1% | -17.9% |
| 6M | +79.0% | -8.8% | +87.8% | +82.1% |
| YTD | +171.6% | +6.7% | +164.9% | +160.3% |
| 1Y | +417.4% | -3.6% | +421.0% | +412.9% |
| 3Y | +1,251.8% | +75.1% | +1,176.7% | +958.8% |
| 5Y | +911.7% | +108.9% | +802.8% | +637.2% |
| 10Y | +1,399.6% | +586.2% | +813.5% | +603.5% |
| All | +17,845.4% | +11,743.1% | +6,102.3% | +3,215.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 COST 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