+14.2%
CCL vs WCC
+22.3%
-8.1%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.3% |
| 7D | -1.2% | +9.9% | -11.1% | -4.9% |
| 30D | +13.1% | -8.4% | +21.6% | +15.6% |
| 3M | +3.4% | -10.3% | +13.7% | +6.1% |
| 6M | +18.7% | -10.5% | +29.2% | +21.3% |
| YTD | -2.3% | +32.2% | -34.4% | -22.7% |
| 1Y | +14.2% | +25.5% | -11.3% | -7.6% |
| All | +14.2% | +22.3% | -8.1% | -7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling