+16.7%
CCL vs WEC
+7.4%
+9.3%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +5.8% | +1.4% | +4.4% | +5.6% |
| 30D | +17.3% | +12.8% | +4.5% | +16.8% |
| 3M | +11.3% | +11.2% | +0.1% | +10.6% |
| 6M | +18.5% | +6.6% | +11.8% | +17.3% |
| YTD | +2.8% | +13.8% | -11.0% | +9.4% |
| 1Y | +16.7% | +7.6% | +9.1% | +20.6% |
| All | +16.7% | +7.4% | +9.3% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling