+22.5%
CTSH vs WEC
+143.0%
-120.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.2% |
| 7D | -5.5% | +0.8% | -6.3% | -5.8% |
| 30D | +4.5% | +0.3% | +4.2% | +4.2% |
| 3M | +13.7% | -2.9% | +16.7% | +14.7% |
| 6M | -8.4% | -5.9% | -2.5% | -6.9% |
| YTD | -26.5% | +4.1% | -30.6% | -28.4% |
| 1Y | -13.9% | +3.1% | -17.1% | -16.1% |
| 3Y | -11.3% | +40.8% | -52.1% | -25.1% |
| 5Y | -14.8% | +31.7% | -46.5% | -26.8% |
| 10Y | +22.5% | +141.1% | -118.6% | -17.4% |
| All | +22.5% | +143.0% | -120.5% | -17.4% |
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