+428.1%
WMT vs WCC
+541.6%
-113.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.7% | -2.4% | +1.1% |
| 7D | 0.0% | +1.5% | -1.5% | -0.1% |
| 30D | -7.4% | -2.1% | -5.3% | -7.3% |
| 3M | -10.9% | +3.8% | -14.7% | -11.3% |
| 6M | -12.7% | +35.0% | -47.7% | -15.1% |
| YTD | -3.2% | +46.4% | -49.6% | -6.5% |
| 1Y | +5.3% | +63.0% | -57.7% | +0.6% |
| 3Y | +101.9% | +133.9% | -32.1% | +84.4% |
| 5Y | +134.6% | +226.5% | -92.0% | +105.3% |
| All | +428.1% | +541.6% | -113.6% | +339.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling