+30.2%
CCL vs WCC
+141.7%
-111.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.1% | -4.0% | -0.3% |
| 7D | +3.1% | -5.7% | +8.7% | +5.1% |
| 30D | +17.5% | -13.5% | +31.0% | +25.3% |
| 3M | +6.8% | -12.9% | +19.7% | +12.4% |
| 6M | +18.7% | -10.7% | +29.4% | +21.4% |
| YTD | +3.0% | +30.0% | -27.0% | -16.6% |
| 1Y | +17.7% | +24.7% | -7.0% | -2.5% |
| 3Y | +155.6% | +136.6% | +19.0% | +27.4% |
| 5Y | +30.2% | +143.9% | -113.7% | -44.1% |
| All | +30.2% | +141.7% | -111.5% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling