+5,872.5%
WDC vs WCC
+1,591.2%
+4,281.3%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.3% | +5.0% | +7.0% |
| 7D | -3.2% | +3.3% | -6.6% | -3.9% |
| 30D | -19.0% | -9.4% | -9.6% | -15.0% |
| 3M | -28.4% | -10.5% | -17.9% | -24.7% |
| 6M | -39.2% | -10.4% | -28.8% | -35.4% |
| YTD | +82.1% | +34.4% | +47.7% | +66.8% |
| 1Y | +84.7% | +27.7% | +57.0% | +72.7% |
| 3Y | +825.6% | +137.9% | +687.7% | +556.7% |
| 5Y | +608.2% | +147.0% | +461.1% | +376.2% |
| 10Y | +695.1% | +442.5% | +252.6% | +267.4% |
| All | +5,872.5% | +1,591.2% | +4,281.3% | +1,197.6% |
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