+13.8%
WFC vs CCL
-27.7%
+41.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +0.3% | -4.3% | +4.6% | +1.2% |
| 30D | +2.3% | -19.0% | +21.3% | +6.6% |
| 3M | +9.8% | -13.1% | +22.8% | +12.3% |
| 6M | +15.6% | -13.3% | +28.8% | +17.0% |
| YTD | -2.4% | -25.2% | +22.8% | +1.9% |
| 1Y | +13.8% | -27.2% | +41.0% | +17.4% |
| All | +13.8% | -27.7% | +41.5% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling