+815.5%
CTAS vs WEC
+197.9%
+617.5%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.7% |
| 7D | +2.0% | +2.3% | -0.3% | +1.0% |
| 30D | +8.7% | +11.1% | -2.4% | +3.8% |
| 3M | +13.3% | +8.4% | +4.8% | +9.2% |
| 6M | +39.4% | +7.5% | +31.9% | +34.8% |
| YTD | +21.5% | +15.3% | +6.2% | +13.6% |
| 1Y | +21.9% | +9.7% | +12.2% | +16.5% |
| 3Y | +73.6% | +64.7% | +9.0% | +37.8% |
| 5Y | +116.2% | +57.3% | +59.0% | +74.1% |
| All | +815.5% | +197.9% | +617.5% | +537.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling