+4,405.6%
CNC vs WCC
+8,348.6%
-3,943.0%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.5% | -6.1% | -4.2% |
| 7D | -1.0% | +8.5% | -9.5% | -2.7% |
| 30D | -1.8% | -1.0% | -0.8% | -1.8% |
| 3M | -0.7% | +2.1% | -2.8% | -1.9% |
| 6M | +47.9% | +36.8% | +11.1% | +36.4% |
| YTD | +56.9% | +47.7% | +9.2% | +41.8% |
| 1Y | +123.9% | +66.5% | +57.4% | +96.2% |
| 3Y | -1.3% | +134.2% | -135.4% | -24.0% |
| 5Y | +2.8% | +231.6% | -228.9% | -30.1% |
| 10Y | +90.9% | +508.1% | -417.2% | +1.5% |
| All | +4,405.6% | +8,348.6% | -3,943.0% | +1,473.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling