+456.2%
WMB vs WCC
+1,713.7%
-1,257.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.9% | -3.7% | -1.0% |
| 7D | +0.6% | +4.5% | -3.9% | -0.8% |
| 30D | +3.3% | -5.8% | +9.1% | +4.8% |
| 3M | +3.1% | -3.7% | +6.8% | +3.1% |
| 6M | -0.7% | +23.1% | -23.8% | -8.7% |
| YTD | +25.2% | +44.2% | -19.0% | +9.1% |
| 1Y | +32.9% | +62.1% | -29.2% | +10.8% |
| 3Y | +140.6% | +121.1% | +19.4% | +70.8% |
| 5Y | +273.5% | +214.0% | +59.5% | +122.5% |
| 10Y | +334.2% | +472.8% | -138.6% | +90.5% |
| All | +456.2% | +1,713.7% | -1,257.6% | +45.9% |
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