-8.9%
WCN vs WCC
+62.7%
-71.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -1.3% |
| 7D | -4.4% | +1.7% | -6.1% | -4.3% |
| 30D | -4.4% | -6.1% | +1.6% | -4.7% |
| 3M | +0.5% | +3.1% | -2.6% | +0.9% |
| 6M | -3.3% | +28.2% | -31.5% | -4.1% |
| YTD | -8.5% | +41.1% | -49.6% | -8.8% |
| 1Y | -8.9% | +61.3% | -70.2% | -9.2% |
| All | -8.9% | +62.7% | -71.6% | -9.2% |
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