+62.1%
WCC vs CNI
+29.8%
+32.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.7% | +3.8% |
| 7D | +4.5% | -2.1% | +6.6% | +5.4% |
| 30D | -5.8% | -3.3% | -2.5% | -4.5% |
| 3M | -3.7% | +3.8% | -7.5% | -6.0% |
| 6M | +23.1% | +12.7% | +10.4% | +13.3% |
| YTD | +44.2% | +26.3% | +17.9% | +28.4% |
| 1Y | +62.1% | +29.9% | +32.2% | +42.0% |
| All | +62.1% | +29.8% | +32.3% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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