+73.0%
CB vs WCC
+138.4%
-65.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | 0.0% | +14.2% | -14.2% | +0.1% |
| 30D | +7.4% | -9.8% | +17.2% | +7.4% |
| 3M | +8.6% | -10.1% | +18.7% | +8.6% |
| 6M | +16.1% | -9.4% | +25.6% | +16.3% |
| YTD | +20.2% | +34.4% | -14.2% | +18.2% |
| 1Y | +27.2% | +23.3% | +3.9% | +25.5% |
| All | +73.0% | +138.4% | -65.4% | +65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling