+895.8%
CCI vs WEC
+1,770.5%
-874.7%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.1% | -1.4% |
| 7D | -0.4% | -0.3% | -0.1% | -0.2% |
| 30D | +2.7% | -1.3% | +4.0% | +3.4% |
| 3M | -18.2% | -3.9% | -14.3% | -16.4% |
| 6M | -14.8% | -8.3% | -6.5% | -10.6% |
| YTD | -12.6% | +3.1% | -15.7% | -14.1% |
| 1Y | -16.7% | +1.9% | -18.7% | -17.8% |
| 3Y | -10.5% | +41.9% | -52.4% | -26.8% |
| 5Y | -51.4% | +30.8% | -82.2% | -58.3% |
| 10Y | +20.0% | +141.9% | -121.9% | -27.9% |
| All | +895.8% | +1,770.5% | -874.7% | +95.6% |
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