+92.2%
CNC vs WEC
+146.6%
-54.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.8% | +2.4% |
| 7D | -3.9% | -1.3% | -2.6% | -3.3% |
| 30D | +0.8% | -0.4% | +1.2% | +0.9% |
| 3M | +0.1% | -6.8% | +6.9% | +3.0% |
| 6M | +79.7% | -6.4% | +86.1% | +84.1% |
| YTD | +58.9% | +2.5% | +56.4% | +56.4% |
| 1Y | +109.1% | -0.4% | +109.5% | +108.5% |
| 3Y | 0.0% | +38.5% | -38.5% | -14.6% |
| 5Y | +9.5% | +31.7% | -22.2% | -5.4% |
| All | +92.2% | +146.6% | -54.4% | +28.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling