+11,931.6%
WDC vs CCL
+1,098.1%
+10,833.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.2% | +8.5% | +8.4% |
| 7D | -3.2% | -1.5% | -1.7% | -2.2% |
| 30D | -19.0% | +16.5% | -35.5% | -23.5% |
| 3M | -28.4% | +11.2% | -39.6% | -31.8% |
| 6M | -39.2% | +22.6% | -61.8% | -44.5% |
| YTD | +82.1% | +2.6% | +79.5% | +76.7% |
| 1Y | +84.7% | +17.0% | +67.7% | +69.6% |
| 3Y | +825.6% | +145.5% | +680.1% | +513.5% |
| 5Y | +608.2% | +36.1% | +572.1% | +419.1% |
| 10Y | +695.1% | -29.4% | +724.6% | +495.7% |
| All | +11,931.6% | +1,098.1% | +10,833.4% | +2,775.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling