+22.4%
CCI vs WCN
+235.9%
-213.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | -0.3% | -3.1% | +2.8% | +1.6% |
| 30D | +2.2% | -3.4% | +5.6% | +4.3% |
| 3M | -16.9% | +3.0% | -19.8% | -18.4% |
| 6M | -11.5% | -3.8% | -7.8% | -9.8% |
| YTD | -12.8% | -8.3% | -4.5% | -9.1% |
| 1Y | -17.1% | -9.7% | -7.3% | -12.9% |
| 3Y | -9.6% | +17.2% | -26.8% | -20.9% |
| 5Y | -48.9% | +25.3% | -74.2% | -57.8% |
| All | +22.4% | +235.9% | -213.5% | -39.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling