+4,577.2%
CNC vs WEC
+2,000.9%
+2,576.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -1.1% |
| 7D | +3.5% | -0.3% | +3.8% | +3.7% |
| 30D | +0.1% | -1.3% | +1.4% | +0.6% |
| 3M | +6.9% | -3.9% | +10.8% | +8.6% |
| 6M | +49.0% | -8.3% | +57.3% | +54.6% |
| YTD | +62.9% | +3.1% | +59.9% | +59.9% |
| 1Y | +134.0% | +1.9% | +132.1% | +130.8% |
| 3Y | +9.4% | +41.9% | -32.5% | -8.4% |
| 5Y | +4.1% | +30.8% | -26.6% | -10.6% |
| 10Y | +95.4% | +141.9% | -46.5% | +20.3% |
| All | +4,577.2% | +2,000.9% | +2,576.3% | +897.8% |
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 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