+1,201.7%
CAH vs WCC
+1,758.7%
-557.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.2% | -3.1% |
| 7D | +0.5% | +8.5% | -8.0% | -0.9% |
| 30D | +1.7% | -1.0% | +2.7% | +1.8% |
| 3M | +17.9% | +2.1% | +15.8% | +16.8% |
| 6M | +10.9% | +36.8% | -25.9% | +4.1% |
| YTD | +17.9% | +47.7% | -29.9% | +9.0% |
| 1Y | +61.7% | +66.5% | -4.8% | +46.3% |
| 3Y | +183.7% | +134.2% | +49.6% | +133.4% |
| 5Y | +401.3% | +231.6% | +169.7% | +275.6% |
| 10Y | +293.7% | +508.1% | -214.5% | +147.2% |
| All | +1,201.7% | +1,758.7% | -557.0% | +488.2% |
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