+398.3%
CAH vs WCN
+25.5%
+372.8%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.5% | -1.3% |
| 7D | -5.1% | -4.4% | -0.6% | -3.5% |
| 30D | -1.8% | -4.4% | +2.7% | -0.2% |
| 3M | +9.4% | +0.5% | +8.9% | +9.0% |
| 6M | +9.2% | -3.3% | +12.5% | +10.1% |
| YTD | +15.7% | -8.5% | +24.2% | +18.8% |
| 1Y | +59.7% | -8.9% | +68.7% | +64.1% |
| 3Y | +178.5% | +18.0% | +160.4% | +163.1% |
| 5Y | +398.3% | +25.0% | +373.2% | +355.4% |
| All | +398.3% | +25.5% | +372.8% | +355.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling