+386.0%
WDC vs WCC
+62.7%
+323.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.2% | -1.2% | -1.5% |
| 7D | +4.4% | +1.7% | +2.8% | +3.0% |
| 30D | +5.3% | -6.1% | +11.3% | +11.3% |
| 3M | -5.9% | +3.1% | -9.0% | -7.4% |
| 6M | +73.2% | +28.2% | +45.0% | +43.8% |
| YTD | +167.8% | +41.1% | +126.8% | +114.4% |
| 1Y | +386.0% | +61.3% | +324.7% | +292.3% |
| All | +386.0% | +62.7% | +323.3% | +292.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling