+4,577.2%
CNC vs WWD
+4,700.5%
-123.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.7% |
| 7D | +3.5% | +1.3% | +2.2% | +3.1% |
| 30D | +0.1% | -7.2% | +7.2% | +2.1% |
| 3M | +6.9% | -3.8% | +10.8% | +7.4% |
| 6M | +49.0% | -9.9% | +58.9% | +51.4% |
| YTD | +62.9% | +14.8% | +48.1% | +53.6% |
| 1Y | +134.0% | +42.1% | +91.9% | +106.5% |
| 3Y | +9.4% | +170.8% | -161.4% | -23.2% |
| 5Y | +4.1% | +197.5% | -193.4% | -30.6% |
| 10Y | +95.4% | +477.8% | -382.4% | -0.7% |
| All | +4,577.2% | +4,700.5% | -123.2% | +1,189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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