+146.4%
CCL vs WEC
+53.8%
+92.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +0.8% |
| 7D | +3.1% | -0.2% | +3.3% | +3.2% |
| 30D | +13.7% | +12.3% | +1.4% | +11.9% |
| 3M | +3.8% | +8.3% | -4.4% | +2.6% |
| 6M | +9.3% | +3.5% | +5.8% | +8.4% |
| YTD | -1.1% | +12.7% | -13.8% | -3.0% |
| 1Y | +14.6% | +8.2% | +6.4% | +13.1% |
| 3Y | +146.4% | +55.9% | +90.5% | +107.7% |
| All | +146.4% | +53.8% | +92.6% | +107.7% |
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