+243.0%
CB vs WCC
+492.1%
-249.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.1% | -8.6% | -2.0% |
| 7D | -1.5% | -5.7% | +4.2% | -0.8% |
| 30D | +6.5% | -13.5% | +20.0% | +8.9% |
| 3M | +4.1% | -12.9% | +16.9% | +5.8% |
| 6M | +14.4% | -10.7% | +25.1% | +14.6% |
| YTD | +17.5% | +30.0% | -12.5% | +7.3% |
| 1Y | +27.5% | +24.7% | +2.8% | +17.3% |
| 3Y | +71.6% | +136.6% | -65.0% | +26.4% |
| 5Y | +100.6% | +143.9% | -43.3% | +38.0% |
| 10Y | +243.0% | +465.9% | -222.9% | +55.2% |
| All | +243.0% | +492.1% | -249.1% | +55.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling