+1,657.1%
CB vs WCC
+1,713.7%
-56.6%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.8% | -2.7% |
| 7D | +0.5% | +4.5% | -4.0% | -0.5% |
| 30D | -3.1% | -5.8% | +2.7% | -2.1% |
| 3M | +9.0% | -3.7% | +12.6% | +8.6% |
| 6M | +2.9% | +23.1% | -20.2% | -3.4% |
| YTD | +10.1% | +44.2% | -34.0% | -0.4% |
| 1Y | +22.8% | +62.1% | -39.3% | +7.6% |
| 3Y | +73.8% | +121.1% | -47.3% | +35.0% |
| 5Y | +99.2% | +214.0% | -114.8% | +37.0% |
| 10Y | +218.2% | +472.8% | -254.6% | +75.1% |
| All | +1,657.1% | +1,713.7% | -56.6% | +524.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling