+32.1%
CART vs WCC
-18.3%
+50.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -9.6% | +7.1% | -3.2% |
| 7D | +1.2% | -21.9% | +23.1% | -1.1% |
| 30D | +27.1% | -25.4% | +52.5% | +23.7% |
| 3M | +27.4% | -23.1% | +50.5% | +25.1% |
| 6M | +32.1% | -18.1% | +50.2% | +30.3% |
| All | +32.1% | -18.3% | +50.5% | +30.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling