+47.7%
CCL vs WCN
+8,007.2%
-7,959.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.4% |
| 7D | -1.5% | +0.4% | -2.0% | -1.7% |
| 30D | +16.5% | +25.3% | -8.9% | +7.9% |
| 3M | +11.2% | +15.4% | -4.2% | +5.8% |
| 6M | +22.6% | +27.8% | -5.3% | +12.3% |
| YTD | +2.6% | +10.6% | -8.0% | -2.0% |
| 1Y | +17.0% | +15.8% | +1.2% | +10.1% |
| 3Y | +145.5% | +50.3% | +95.3% | +110.7% |
| 5Y | +36.1% | +46.9% | -10.8% | +17.9% |
| 10Y | -29.4% | +318.8% | -348.2% | -54.3% |
| All | +47.7% | +8,007.2% | -7,959.4% | -38.1% |
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 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