-1.2%
CNC vs WST
+24.3%
-25.5%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.2% | +0.2% | +1.3% |
| 7D | +2.2% | +4.2% | -2.0% | +1.8% |
| 30D | +1.6% | +11.2% | -9.6% | +0.6% |
| 3M | +7.9% | +20.4% | -12.5% | +6.1% |
| 6M | +21.2% | +37.9% | -16.7% | +17.9% |
| YTD | +73.2% | +51.8% | +21.4% | +66.7% |
| 1Y | +97.5% | +56.6% | +40.9% | +89.7% |
| 3Y | -1.2% | +24.2% | -25.4% | -8.7% |
| All | -1.2% | +24.3% | -25.5% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling