+11.7%
CCI vs WCC
+134.5%
-122.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +2.9% | +1.3% |
| 7D | +2.5% | +9.9% | -7.4% | +2.5% |
| 30D | +14.4% | -8.4% | +22.9% | +14.4% |
| 3M | +21.7% | -10.3% | +32.0% | +21.7% |
| 6M | +4.0% | -10.5% | +14.5% | +4.2% |
| YTD | +6.2% | +32.2% | -26.0% | +4.6% |
| 1Y | +5.4% | +25.5% | -20.1% | +4.0% |
| 3Y | +11.7% | +134.7% | -123.0% | -1.7% |
| All | +11.7% | +134.5% | -122.7% | -1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling