+2.8%
CNC vs WST
-25.8%
+28.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.6% |
| 7D | -1.0% | -0.3% | -0.7% | -1.0% |
| 30D | -1.8% | -4.6% | +2.8% | -1.3% |
| 3M | -0.7% | +5.7% | -6.4% | -1.3% |
| 6M | +47.9% | +37.6% | +10.4% | +42.9% |
| YTD | +56.9% | +23.0% | +33.9% | +53.1% |
| 1Y | +123.9% | +33.8% | +90.1% | +116.6% |
| 3Y | -1.3% | -13.4% | +12.1% | -2.3% |
| 5Y | +2.8% | -27.0% | +29.7% | -5.0% |
| All | +2.8% | -25.8% | +28.5% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling