+2,500.8%
CTAS vs WCC
+1,535.5%
+965.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.1% | -7.8% | -1.5% |
| 7D | -0.7% | -5.7% | +5.0% | +0.2% |
| 30D | +10.3% | -13.5% | +23.7% | +13.1% |
| 3M | +10.2% | -12.9% | +23.1% | +12.4% |
| 6M | +34.4% | -10.7% | +45.0% | +34.6% |
| YTD | +19.6% | +30.0% | -10.4% | +8.5% |
| 1Y | +21.8% | +24.7% | -2.9% | +11.4% |
| 3Y | +74.1% | +136.6% | -62.4% | +29.5% |
| 5Y | +114.0% | +143.9% | -29.9% | +52.0% |
| 10Y | +813.9% | +465.9% | +348.0% | +384.6% |
| All | +2,500.8% | +1,535.5% | +965.3% | +669.0% |
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