+62.0%
CVE vs WCC
+27.1%
+34.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +4.6% | +14.2% | -9.6% | +3.8% |
| 30D | -12.0% | -9.8% | -2.2% | -11.7% |
| 3M | -3.8% | -10.1% | +6.3% | -3.4% |
| 6M | -2.7% | -9.4% | +6.7% | -2.3% |
| YTD | +73.6% | +34.4% | +39.2% | +70.1% |
| 1Y | +62.0% | +23.3% | +38.7% | +58.3% |
| All | +62.0% | +27.1% | +34.9% | +58.3% |
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