+26.5%
WCN vs WCC
+222.1%
-195.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | -1.7% | +6.8% | -8.5% | -2.1% |
| 30D | -3.0% | -3.0% | 0.0% | -2.9% |
| 3M | +2.5% | +0.2% | +2.3% | +2.4% |
| 6M | -5.7% | +33.2% | -38.9% | -8.1% |
| YTD | -7.4% | +45.8% | -53.3% | -10.5% |
| 1Y | -8.6% | +68.4% | -77.0% | -12.8% |
| 3Y | +19.4% | +131.1% | -111.7% | +7.9% |
| All | +26.5% | +222.1% | -195.6% | +6.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling