+56.1%
CCL vs WEC
+42.4%
+13.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | -5.0% | -0.3% | -4.8% | -5.0% |
| 30D | -20.3% | -1.3% | -19.1% | -20.2% |
| 3M | -15.1% | -3.9% | -11.2% | -14.8% |
| 6M | -15.1% | -8.3% | -6.8% | -14.3% |
| YTD | -21.8% | +3.1% | -24.8% | -22.3% |
| 1Y | -24.8% | +1.9% | -26.7% | -25.2% |
| All | +56.1% | +42.4% | +13.7% | +37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling