-1.2%
CNC vs WCC
+134.5%
-135.7%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +1.4% |
| 7D | +2.2% | +9.9% | -7.8% | +2.3% |
| 30D | +1.6% | -8.4% | +10.0% | +1.5% |
| 3M | +7.9% | -10.3% | +18.3% | +7.8% |
| 6M | +21.2% | -10.5% | +31.7% | +21.1% |
| YTD | +73.2% | +32.2% | +41.0% | +70.3% |
| 1Y | +97.5% | +25.5% | +71.9% | +94.5% |
| 3Y | -1.2% | +134.7% | -135.9% | -6.5% |
| All | -1.2% | +134.5% | -135.7% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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