+1,647.8%
CB vs WCN
+7,873.9%
-6,226.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.4% |
| 7D | +0.2% | +2.9% | -2.7% | -0.6% |
| 30D | +9.1% | +22.1% | -13.0% | +2.6% |
| 3M | +3.4% | +13.2% | -9.8% | -0.5% |
| 6M | +14.1% | +23.7% | -9.6% | +6.9% |
| YTD | +18.0% | +8.7% | +9.3% | +14.4% |
| 1Y | +30.1% | +15.3% | +14.8% | +23.9% |
| 3Y | +71.8% | +46.0% | +25.8% | +52.1% |
| 5Y | +101.8% | +45.9% | +55.9% | +77.9% |
| 10Y | +252.1% | +311.1% | -58.9% | +135.9% |
| All | +1,647.8% | +7,873.9% | -6,226.1% | +568.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling