+22.8%
CCL vs WEC
+51.2%
-28.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +0.9% |
| 7D | +3.1% | -0.2% | +3.3% | +3.2% |
| 30D | +13.7% | +12.3% | +1.4% | +11.2% |
| 3M | +3.8% | +8.3% | -4.4% | +2.2% |
| 6M | +9.3% | +3.5% | +5.8% | +8.3% |
| YTD | -1.1% | +12.7% | -13.8% | -3.7% |
| 1Y | +14.6% | +8.2% | +6.4% | +12.5% |
| 3Y | +146.4% | +55.9% | +90.5% | +118.2% |
| All | +22.8% | +51.2% | -28.4% | +2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling