+67.1%
CCI vs WEC
+195.2%
-128.1%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.4% | -0.7% | -0.7% | -0.9% |
| 30D | +12.7% | +11.0% | +1.8% | +5.2% |
| 3M | +23.0% | +8.6% | +14.4% | +16.3% |
| 6M | +0.6% | +6.2% | -5.6% | -3.6% |
| YTD | +4.9% | +14.3% | -9.4% | -4.1% |
| 1Y | +0.7% | +8.4% | -7.7% | -4.7% |
| 3Y | +10.2% | +62.9% | -52.6% | -19.6% |
| 5Y | -36.4% | +55.8% | -92.3% | -52.1% |
| All | +67.1% | +195.2% | -128.1% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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