-34.0%
CCL vs WCN
+322.1%
-356.1%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.2% | +2.6% | -3.8% | -2.7% |
| 30D | +13.1% | +23.9% | -10.8% | -1.4% |
| 3M | +3.4% | +17.4% | -14.0% | -7.0% |
| 6M | +18.7% | +28.0% | -9.3% | -0.1% |
| YTD | -2.3% | +11.6% | -13.8% | -11.0% |
| 1Y | +14.2% | +16.9% | -2.7% | +0.7% |
| 3Y | +133.6% | +51.6% | +82.0% | +62.9% |
| 5Y | +33.5% | +48.0% | -14.5% | -6.3% |
| All | -34.0% | +322.1% | -356.1% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 10y: compounded portfolio wealth divided by compounded WCN 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…
10y analysis · Full analysis span regression · 6 months rolling