+55.4%
CAH vs WCC
+66.3%
-10.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.6% | -4.2% | -0.9% |
| 7D | -5.1% | +1.4% | -6.5% | -5.2% |
| 30D | +0.2% | -2.3% | +2.4% | +0.3% |
| 3M | +6.3% | +3.7% | +2.6% | +5.9% |
| 6M | +9.4% | +34.8% | -25.4% | +2.8% |
| YTD | +15.0% | +46.1% | -31.2% | +4.4% |
| 1Y | +55.4% | +62.7% | -7.3% | +33.3% |
| All | +55.4% | +66.3% | -10.9% | +33.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling