+5,556.5%
CNQ vs WCC
+3,802.5%
+1,754.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.7% | -4.3% | -1.7% |
| 7D | +0.1% | +1.5% | -1.4% | -0.4% |
| 30D | +6.2% | -2.1% | +8.3% | +6.6% |
| 3M | +12.4% | +3.8% | +8.5% | +9.6% |
| 6M | +9.0% | +35.0% | -26.0% | -4.1% |
| YTD | +52.2% | +46.4% | +5.9% | +29.5% |
| 1Y | +65.0% | +63.0% | +2.0% | +34.4% |
| 3Y | +78.8% | +133.9% | -55.1% | +20.9% |
| 5Y | +286.0% | +226.5% | +59.4% | +120.6% |
| 10Y | +420.7% | +536.5% | -115.8% | +121.4% |
| All | +5,556.5% | +3,802.5% | +1,754.0% | +1,850.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling