-0.9%
CCL vs WCN
+27.0%
-28.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.7% |
| 7D | -4.4% | -1.7% | -2.7% | -3.7% |
| 30D | -18.2% | -3.0% | -15.2% | -17.2% |
| 3M | -17.7% | +2.5% | -20.3% | -19.2% |
| 6M | -13.0% | -5.7% | -7.3% | -11.2% |
| YTD | -24.5% | -7.4% | -17.0% | -22.5% |
| 1Y | -26.9% | -8.6% | -18.3% | -24.5% |
| 3Y | +50.8% | +19.4% | +31.4% | +26.6% |
| 5Y | -0.9% | +27.2% | -28.1% | -20.8% |
| All | -0.9% | +27.0% | -28.0% | -20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling