+216.8%
CB vs WCN
+239.1%
-22.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.9% |
| 7D | -0.6% | -0.4% | -0.2% | -0.4% |
| 30D | -3.9% | -2.1% | -1.8% | -2.8% |
| 3M | +4.9% | +6.4% | -1.5% | +1.3% |
| 6M | +3.3% | -3.7% | +6.9% | +4.8% |
| YTD | +8.5% | -6.4% | +14.9% | +11.3% |
| 1Y | +22.1% | -7.9% | +30.0% | +26.2% |
| 3Y | +70.1% | +20.8% | +49.3% | +47.8% |
| 5Y | +97.4% | +29.0% | +68.4% | +61.3% |
| 10Y | +216.8% | +236.4% | -19.5% | +67.4% |
| All | +216.8% | +239.1% | -22.3% | +67.4% |
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