+286.5%
C vs WCN
+239.1%
+47.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.2% |
| 7D | +3.2% | -0.4% | +3.6% | +3.4% |
| 30D | +1.3% | -2.1% | +3.4% | +2.4% |
| 3M | +3.1% | +6.4% | -3.3% | -1.2% |
| 6M | +29.6% | -3.7% | +33.3% | +30.3% |
| YTD | +19.0% | -6.4% | +25.3% | +21.3% |
| 1Y | +45.6% | -7.9% | +53.6% | +49.5% |
| 3Y | +269.3% | +20.8% | +248.5% | +212.4% |
| 5Y | +131.6% | +29.0% | +102.6% | +81.6% |
| 10Y | +286.5% | +236.4% | +50.2% | +84.4% |
| All | +286.5% | +239.1% | +47.4% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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