+110.5%
CNC vs WSM
+44.0%
+66.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +6.5% | +6.2% | +12.3% |
| 7D | +13.4% | +8.0% | +5.4% | +13.0% |
| 30D | +18.2% | +13.5% | +4.7% | +18.1% |
| 3M | +18.6% | +8.8% | +9.8% | +18.3% |
| 6M | +41.9% | +54.7% | -12.8% | +44.2% |
| YTD | +84.7% | +53.3% | +31.4% | +77.4% |
| 1Y | +110.5% | +41.1% | +69.4% | +108.0% |
| All | +110.5% | +44.0% | +66.5% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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