+305.7%
WCN vs COO
+38.3%
+267.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | +2.6% | +4.5% | -1.9% | +1.3% |
| 30D | +25.3% | +16.9% | +8.4% | +20.2% |
| 3M | +15.2% | -16.7% | +31.9% | +20.6% |
| 6M | +26.4% | +5.9% | +20.5% | +23.5% |
| YTD | +9.9% | -22.4% | +32.4% | +16.8% |
| 1Y | +16.2% | -10.1% | +26.3% | +18.3% |
| 3Y | +49.4% | -22.8% | +72.2% | +53.5% |
| 5Y | +46.2% | -41.4% | +87.6% | +61.8% |
| 10Y | +305.7% | +41.3% | +264.5% | +251.8% |
| All | +305.7% | +38.3% | +267.4% | +251.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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