+5,832.5%
WDC vs WCC
+1,591.1%
+4,241.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +16.3% | +14.2% | +2.1% | +10.4% |
| 30D | -18.3% | -9.8% | -8.4% | -14.0% |
| 3M | -31.4% | -10.1% | -21.3% | -28.0% |
| 6M | -36.3% | -9.4% | -26.9% | -32.6% |
| YTD | +80.8% | +34.4% | +46.4% | +65.7% |
| 1Y | +87.7% | +23.3% | +64.4% | +78.0% |
| 3Y | +819.4% | +137.9% | +681.5% | +552.3% |
| 5Y | +583.2% | +144.0% | +439.2% | +361.5% |
| 10Y | +689.8% | +442.5% | +247.3% | +264.9% |
| All | +5,832.5% | +1,591.1% | +4,241.4% | +1,188.9% |
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