+247.9%
CB vs WCN
+322.0%
-74.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.1% |
| 7D | 0.0% | +1.2% | -1.1% | -0.6% |
| 30D | +7.4% | +26.4% | -19.1% | -5.6% |
| 3M | +8.6% | +17.5% | -8.9% | -0.8% |
| 6M | +16.1% | +28.7% | -12.6% | +0.8% |
| YTD | +20.2% | +11.5% | +8.7% | +11.9% |
| 1Y | +27.2% | +15.9% | +11.3% | +15.8% |
| 3Y | +72.7% | +51.6% | +21.1% | +32.1% |
| 5Y | +105.9% | +47.9% | +58.0% | +56.8% |
| All | +247.9% | +322.0% | -74.0% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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