+62.8%
CNQ vs WCC
+24.5%
+38.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -9.9% | +2.5% | -7.6% |
| 7D | -9.4% | -8.8% | -0.6% | -9.6% |
| 30D | +2.8% | -16.0% | +18.8% | +2.1% |
| 3M | +8.5% | -15.2% | +23.7% | +8.0% |
| 6M | +6.4% | -8.4% | +14.8% | +6.9% |
| YTD | +50.9% | +30.1% | +20.8% | +54.9% |
| 1Y | +62.8% | +26.4% | +36.4% | +68.1% |
| All | +62.8% | +24.5% | +38.4% | +68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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