+19.6%
CCI vs WCC
+518.6%
-499.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -1.4% |
| 7D | -4.4% | +1.7% | -6.1% | -4.6% |
| 30D | +0.3% | -6.1% | +6.4% | +0.9% |
| 3M | -20.0% | +3.1% | -23.1% | -20.6% |
| 6M | -14.5% | +28.2% | -42.8% | -17.7% |
| YTD | -14.9% | +41.1% | -56.0% | -19.1% |
| 1Y | -17.7% | +61.3% | -79.0% | -23.2% |
| 3Y | -12.4% | +123.6% | -136.0% | -24.0% |
| 5Y | -50.1% | +214.8% | -264.9% | -59.6% |
| All | +19.6% | +518.6% | -499.0% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling