-26.9%
CCL vs WEC
+2.5%
-29.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.3% | -2.3% |
| 7D | -4.4% | +0.4% | -4.8% | -4.3% |
| 30D | -18.2% | +0.9% | -19.1% | -18.0% |
| 3M | -17.7% | -5.3% | -12.4% | -18.3% |
| 6M | -13.0% | -6.6% | -6.4% | -13.6% |
| YTD | -24.5% | +3.3% | -27.7% | -21.6% |
| 1Y | -26.9% | +2.1% | -29.0% | -23.1% |
| All | -26.9% | +2.5% | -29.5% | -23.1% |
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