+40.7%
CCL vs WCN
+8,080.5%
-8,039.8%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -1.2% | +2.6% | -3.8% | -2.0% |
| 30D | +13.1% | +23.9% | -10.8% | +5.2% |
| 3M | +3.4% | +17.4% | -14.0% | -2.2% |
| 6M | +18.7% | +28.0% | -9.3% | +8.7% |
| YTD | -2.3% | +11.6% | -13.8% | -7.0% |
| 1Y | +14.2% | +16.9% | -2.7% | +7.1% |
| 3Y | +133.6% | +51.6% | +82.0% | +99.8% |
| 5Y | +33.5% | +48.0% | -14.5% | +15.3% |
| 10Y | -32.8% | +322.6% | -355.3% | -56.6% |
| All | +40.7% | +8,080.5% | -8,039.8% | -41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling