+7,971.3%
COR vs WCN
+6,839.3%
+1,132.0%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.6% |
| 7D | +2.8% | -0.6% | +3.4% | +2.9% |
| 30D | +4.5% | +0.4% | +4.1% | +4.4% |
| 3M | +22.7% | +7.3% | +15.3% | +20.7% |
| 6M | -9.7% | -2.5% | -7.2% | -9.3% |
| YTD | -1.4% | -5.4% | +3.9% | -0.3% |
| 1Y | +13.9% | -8.5% | +22.4% | +16.0% |
| 3Y | +94.0% | +20.8% | +73.2% | +84.8% |
| 5Y | +184.0% | +30.0% | +154.0% | +164.9% |
| 10Y | +406.8% | +238.4% | +168.4% | +290.4% |
| All | +7,971.3% | +6,839.3% | +1,132.0% | +3,542.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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