+1,047.9%
CCL vs WEC
+4,360.7%
-3,312.7%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.5% | +1.2% |
| 7D | +3.1% | -0.2% | +3.3% | +3.2% |
| 30D | +13.7% | +12.3% | +1.4% | +9.2% |
| 3M | +3.8% | +8.3% | -4.4% | +1.0% |
| 6M | +9.3% | +3.5% | +5.8% | +7.7% |
| YTD | -1.1% | +12.7% | -13.8% | -5.6% |
| 1Y | +14.6% | +8.2% | +6.4% | +10.8% |
| 3Y | +146.4% | +55.9% | +90.5% | +106.6% |
| 5Y | +21.9% | +51.2% | -29.4% | +1.7% |
| 10Y | -29.4% | +177.6% | -207.1% | -56.9% |
| All | +1,047.9% | +4,360.7% | -3,312.7% | +120.6% |
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 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