+10,577.7%
WMT vs C
+1,062.6%
+9,515.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +0.6% | -0.4% | +0.9% | +0.6% |
| 30D | +12.8% | -5.2% | +17.9% | +13.7% |
| 3M | +11.7% | -9.1% | +20.8% | +13.4% |
| 6M | -3.5% | -1.6% | -1.9% | -3.6% |
| YTD | +13.4% | +6.9% | +6.5% | +11.2% |
| 1Y | +23.6% | +23.0% | +0.6% | +18.3% |
| 3Y | +133.9% | +216.1% | -82.3% | +89.3% |
| 5Y | +170.1% | +112.2% | +57.9% | +130.5% |
| 10Y | +523.5% | +208.8% | +314.7% | +375.1% |
| All | +10,577.7% | +1,062.6% | +9,515.1% | +3,269.0% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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