+1,758.7%
WCC vs CNI
+3,526.4%
-1,767.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.4% | +2.4% |
| 7D | +8.5% | +2.5% | +6.0% | +6.6% |
| 30D | -1.0% | -2.5% | +1.5% | +0.8% |
| 3M | +2.1% | +2.7% | -0.6% | -0.6% |
| 6M | +36.8% | +16.9% | +19.9% | +21.1% |
| YTD | +47.7% | +26.3% | +21.4% | +23.0% |
| 1Y | +66.5% | +31.1% | +35.4% | +34.3% |
| 3Y | +134.2% | +21.1% | +113.1% | +102.7% |
| 5Y | +231.6% | +11.0% | +220.6% | +204.2% |
| 10Y | +508.1% | +128.1% | +380.0% | +247.2% |
| All | +1,758.7% | +3,526.4% | -1,767.8% | +196.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling