+27.8%
CB vs WCC
+26.8%
+1.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | +0.7% |
| 7D | -1.0% | +3.3% | -4.3% | -0.6% |
| 30D | +7.3% | -9.4% | +16.8% | +6.5% |
| 3M | +7.0% | -10.5% | +17.5% | +6.2% |
| 6M | +16.3% | -10.4% | +26.7% | +16.7% |
| YTD | +19.7% | +34.4% | -14.7% | +20.8% |
| 1Y | +27.8% | +27.7% | +0.1% | +28.4% |
| All | +27.8% | +26.8% | +1.0% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling