+110.5%
CNC vs WEC
+9.7%
+100.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +2.3% | +10.3% | +11.7% |
| 7D | +13.4% | +6.9% | +6.5% | +10.7% |
| 30D | +18.2% | +16.6% | +1.6% | +12.3% |
| 3M | +18.6% | +9.1% | +9.6% | +15.0% |
| 6M | +41.9% | +3.2% | +38.7% | +40.9% |
| YTD | +84.7% | +14.9% | +69.8% | +73.3% |
| 1Y | +110.5% | +9.2% | +101.3% | +109.8% |
| All | +110.5% | +9.7% | +100.8% | +109.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling