+7.2%
CNC vs WEC
+31.3%
-24.1%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | -4.9% | +0.4% | -5.3% | -5.0% |
| 30D | -3.8% | +0.9% | -4.7% | -4.1% |
| 3M | -3.2% | -5.3% | +2.1% | -1.4% |
| 6M | +47.9% | -6.6% | +54.4% | +51.3% |
| YTD | +55.7% | +3.3% | +52.4% | +53.1% |
| 1Y | +106.2% | +2.1% | +104.2% | +103.8% |
| 3Y | -2.1% | +39.6% | -41.6% | -14.0% |
| All | +7.2% | +31.3% | -24.1% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling