+57.1%
CVE vs WCC
+23.3%
+33.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.1% | -7.6% | +0.1% |
| 7D | -10.1% | -5.7% | -4.4% | -9.7% |
| 30D | -12.1% | -13.5% | +1.4% | -11.7% |
| 3M | -1.9% | -12.9% | +11.0% | -1.3% |
| 6M | -1.8% | -10.7% | +8.8% | -1.4% |
| YTD | +65.8% | +30.0% | +35.8% | +64.0% |
| All | +57.1% | +23.3% | +33.7% | +54.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling