+96.3%
CAT vs WCC
+64.4%
+31.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.4% | -0.6% |
| 7D | +5.6% | +8.5% | -2.9% | 0.0% |
| 30D | -2.3% | -1.0% | -1.4% | -1.9% |
| 3M | -10.0% | +2.1% | -12.1% | -11.3% |
| 6M | +21.2% | +36.8% | -15.6% | 0.0% |
| YTD | +44.4% | +47.7% | -3.3% | +14.5% |
| 1Y | +96.3% | +66.5% | +29.8% | +48.6% |
| All | +96.3% | +64.4% | +31.9% | +48.6% |
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