+634.6%
XYZ vs WCC
+460.5%
+174.1%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.4% | -3.4% |
| 7D | +12.6% | -9.9% | +22.5% | +16.7% |
| 30D | +10.8% | -13.4% | +24.2% | +16.2% |
| 3M | +8.4% | -13.5% | +21.8% | +12.7% |
| 6M | +14.3% | -10.6% | +24.9% | +15.1% |
| YTD | +31.5% | +30.1% | +1.4% | +8.1% |
| 1Y | +28.1% | +22.3% | +5.8% | +8.3% |
| 3Y | +66.2% | +130.3% | -64.1% | -3.6% |
| 5Y | -62.3% | +144.5% | -206.8% | -79.2% |
| 10Y | +634.6% | +431.8% | +202.8% | +120.6% |
| All | +634.6% | +460.5% | +174.1% | +120.6% |
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