+980.9%
WMT vs WCC
+1,758.7%
-777.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.3% |
| 7D | +0.1% | +8.5% | -8.4% | -0.7% |
| 30D | -5.0% | -1.0% | -4.0% | -4.9% |
| 3M | -11.3% | +2.1% | -13.4% | -11.8% |
| 6M | -13.8% | +36.8% | -50.6% | -17.2% |
| YTD | -4.2% | +47.7% | -51.9% | -8.8% |
| 1Y | +4.6% | +66.5% | -62.0% | -2.0% |
| 3Y | +100.5% | +134.2% | -33.7% | +77.1% |
| 5Y | +129.7% | +231.6% | -102.0% | +90.8% |
| 10Y | +423.4% | +508.1% | -84.7% | +285.7% |
| All | +980.9% | +1,758.7% | -777.8% | +502.1% |
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