-34.0%
CCL vs WEC
+197.9%
-232.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | -1.2% | +2.3% | -3.5% | -1.6% |
| 30D | +13.1% | +11.1% | +2.1% | +11.1% |
| 3M | +3.4% | +8.4% | -5.1% | +1.9% |
| 6M | +18.7% | +7.5% | +11.2% | +17.1% |
| YTD | -2.3% | +15.3% | -17.6% | -4.9% |
| 1Y | +14.2% | +9.7% | +4.5% | +12.1% |
| 3Y | +133.6% | +64.7% | +68.9% | +111.1% |
| 5Y | +33.5% | +57.3% | -23.8% | +21.2% |
| All | -34.0% | +197.9% | -232.0% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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