+3.5%
CCL vs WCC
+229.6%
-226.2%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.5% | -3.8% | -2.8% |
| 7D | -0.1% | +8.5% | -8.6% | -4.9% |
| 30D | -20.0% | -1.0% | -19.0% | -20.0% |
| 3M | -13.7% | +2.1% | -15.8% | -16.1% |
| 6M | -9.0% | +36.8% | -45.8% | -26.3% |
| YTD | -22.8% | +47.7% | -70.5% | -40.7% |
| 1Y | -25.3% | +66.5% | -91.8% | -47.0% |
| 3Y | +54.1% | +134.2% | -80.1% | -20.0% |
| 5Y | +3.5% | +231.6% | -228.2% | -63.3% |
| All | +3.5% | +229.6% | -226.2% | -63.3% |
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