+1,110.1%
CCI vs WEC
+1,993.4%
-883.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.7% |
| 7D | +2.5% | +2.3% | +0.2% | +1.2% |
| 30D | +14.4% | +11.1% | +3.4% | +7.6% |
| 3M | +21.7% | +8.4% | +13.2% | +15.9% |
| 6M | +4.0% | +7.5% | -3.5% | -0.5% |
| YTD | +6.2% | +15.3% | -9.1% | -2.4% |
| 1Y | +5.4% | +9.7% | -4.3% | -0.3% |
| 3Y | +11.7% | +64.7% | -52.9% | -16.1% |
| 5Y | -35.6% | +57.3% | -92.9% | -50.3% |
| 10Y | +68.7% | +195.9% | -127.2% | -9.5% |
| All | +1,110.1% | +1,993.4% | -883.2% | +122.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling