+807.8%
CCL vs WEC
+3,978.4%
-3,170.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | -5.0% | -0.3% | -4.8% | -5.0% |
| 30D | -20.3% | -1.3% | -19.1% | -20.0% |
| 3M | -15.1% | -3.9% | -11.2% | -14.1% |
| 6M | -15.1% | -8.3% | -6.8% | -12.8% |
| YTD | -21.8% | +3.1% | -24.8% | -23.0% |
| 1Y | -24.8% | +1.9% | -26.7% | -25.9% |
| 3Y | +51.9% | +41.9% | +9.9% | +31.3% |
| 5Y | +4.0% | +30.8% | -26.7% | -8.8% |
| 10Y | -42.2% | +141.9% | -184.1% | -62.9% |
| All | +807.8% | +3,978.4% | -3,170.7% | +79.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling