+55.4%
CAH vs WCN
-9.1%
+64.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -5.1% | -3.1% | -2.0% | -4.0% |
| 30D | +0.2% | -3.4% | +3.6% | +1.4% |
| 3M | +6.3% | +3.0% | +3.3% | +4.9% |
| 6M | +9.4% | -3.8% | +13.1% | +10.2% |
| YTD | +15.0% | -8.3% | +23.3% | +18.6% |
| 1Y | +55.4% | -9.7% | +65.2% | +59.8% |
| All | +55.4% | -9.1% | +64.6% | +59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling