+4,872.3%
CNC vs WEC
+2,251.2%
+2,621.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.0% |
| 7D | +2.2% | +2.3% | -0.1% | +1.1% |
| 30D | +1.6% | +11.1% | -9.5% | -3.2% |
| 3M | +7.9% | +8.4% | -0.5% | +3.9% |
| 6M | +21.2% | +7.5% | +13.7% | +16.8% |
| YTD | +73.2% | +15.3% | +57.9% | +61.4% |
| 1Y | +97.5% | +9.7% | +87.7% | +88.4% |
| 3Y | -1.2% | +64.7% | -65.9% | -22.6% |
| 5Y | -6.1% | +57.3% | -63.3% | -25.9% |
| 10Y | +181.3% | +195.9% | -14.6% | +56.8% |
| All | +4,872.3% | +2,251.2% | +2,621.2% | +907.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling