+14.9%
CCL vs WCC
+1,591.2%
-1,576.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | -1.5% |
| 7D | -1.5% | +3.3% | -4.9% | -2.9% |
| 30D | +16.5% | -9.4% | +25.9% | +19.8% |
| 3M | +11.2% | -10.5% | +21.7% | +14.3% |
| 6M | +22.6% | -10.4% | +33.0% | +25.0% |
| YTD | +2.6% | +34.4% | -31.8% | -11.1% |
| 1Y | +17.0% | +27.7% | -10.7% | +3.4% |
| 3Y | +145.5% | +137.9% | +7.6% | +64.0% |
| 5Y | +36.1% | +147.0% | -110.9% | -10.6% |
| 10Y | -29.4% | +442.5% | -471.9% | -66.2% |
| All | +14.9% | +1,591.2% | -1,576.3% | -69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling