+26,150.7%
CTAS vs WEC
+4,404.6%
+21,746.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.1% | +1.0% |
| 7D | +0.7% | +1.4% | -0.7% | +0.1% |
| 30D | +11.3% | +12.8% | -1.5% | +5.6% |
| 3M | +11.4% | +11.2% | +0.2% | +6.2% |
| 6M | +35.6% | +6.6% | +29.0% | +31.6% |
| YTD | +20.7% | +13.8% | +6.9% | +13.5% |
| 1Y | +22.8% | +7.6% | +15.2% | +18.4% |
| 3Y | +73.4% | +62.2% | +11.2% | +38.6% |
| 5Y | +117.6% | +52.0% | +65.6% | +77.5% |
| 10Y | +818.4% | +189.4% | +629.1% | +449.0% |
| All | +26,150.7% | +4,404.6% | +21,746.2% | +5,796.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling