+19.7%
WCN vs WCC
+132.2%
-112.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.1% |
| 7D | -0.4% | +8.5% | -8.9% | -0.6% |
| 30D | -2.1% | -1.0% | -1.1% | -2.1% |
| 3M | +6.4% | +2.1% | +4.3% | +6.4% |
| 6M | -3.7% | +36.8% | -40.5% | -5.2% |
| YTD | -6.4% | +47.7% | -54.1% | -8.1% |
| 1Y | -7.9% | +66.5% | -74.5% | -10.3% |
| All | +19.7% | +132.2% | -112.6% | +11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling