+1,359.3%
WDC vs CCL
+55.0%
+1,304.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.6% |
| 7D | +6.0% | -0.1% | +6.1% | +6.0% |
| 30D | +9.9% | -20.0% | +29.9% | +19.6% |
| 3M | -9.4% | -13.7% | +4.2% | -4.3% |
| 6M | +94.7% | -9.0% | +103.7% | +100.0% |
| YTD | +177.3% | -22.8% | +200.1% | +201.7% |
| 1Y | +412.4% | -25.3% | +437.7% | +458.8% |
| 3Y | +1,359.3% | +54.1% | +1,305.2% | +1,135.7% |
| All | +1,359.3% | +55.0% | +1,304.3% | +1,135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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