+2,548.6%
CTAS vs WCC
+1,591.2%
+957.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.4% | +0.1% |
| 7D | -0.8% | +3.3% | -4.1% | -1.7% |
| 30D | +10.7% | -9.4% | +20.2% | +12.4% |
| 3M | +11.0% | -10.5% | +21.5% | +12.5% |
| 6M | +38.7% | -10.4% | +49.1% | +39.0% |
| YTD | +21.8% | +34.4% | -12.7% | +9.6% |
| 1Y | +23.6% | +27.7% | -4.1% | +12.4% |
| 3Y | +74.9% | +137.9% | -63.0% | +30.0% |
| 5Y | +119.5% | +147.0% | -27.6% | +55.4% |
| 10Y | +820.2% | +442.5% | +377.7% | +392.3% |
| All | +2,548.6% | +1,591.2% | +957.4% | +677.1% |
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 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