+12,965.1%
WDC vs CNC
+5,330.7%
+7,634.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.7% | +5.8% | +3.0% |
| 7D | +6.0% | -1.0% | +7.0% | +6.2% |
| 30D | +9.9% | -1.8% | +11.7% | +10.2% |
| 3M | -9.4% | -0.7% | -8.7% | -9.8% |
| 6M | +94.7% | +47.9% | +46.8% | +73.6% |
| YTD | +177.4% | +56.9% | +120.4% | +142.2% |
| 1Y | +412.6% | +123.9% | +288.7% | +306.7% |
| 3Y | +1,359.8% | -1.3% | +1,361.0% | +1,224.4% |
| 5Y | +992.6% | +2.8% | +989.8% | +864.1% |
| 10Y | +1,245.5% | +90.9% | +1,154.6% | +869.5% |
| All | +12,965.1% | +5,330.7% | +7,634.4% | +3,974.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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