+8,808.1%
WDC vs WCC
+1,713.7%
+7,094.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +3.9% | +2.0% | +4.3% |
| 7D | +1.7% | +4.5% | -2.7% | 0.0% |
| 30D | -10.0% | -5.8% | -4.2% | -7.7% |
| 3M | -18.8% | -3.7% | -15.1% | -16.6% |
| 6M | +79.0% | +23.1% | +56.0% | +67.6% |
| YTD | +171.6% | +44.2% | +127.4% | +140.5% |
| 1Y | +417.4% | +62.1% | +355.3% | +337.0% |
| 3Y | +1,251.8% | +121.1% | +1,130.7% | +872.5% |
| 5Y | +911.7% | +214.0% | +697.7% | +517.3% |
| 10Y | +1,399.6% | +472.8% | +926.9% | +569.0% |
| All | +8,808.1% | +1,713.7% | +7,094.4% | +1,770.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling