-70.5%
CBRS vs WCC
-12.5%
-58.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -9.9% | +3.8% | +2.1% |
| 7D | -18.4% | -8.8% | -9.6% | -12.3% |
| 30D | -49.4% | -16.0% | -33.4% | -41.7% |
| 3M | -59.6% | -15.2% | -44.3% | -53.8% |
| All | -70.5% | -12.5% | -58.0% | -71.1% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling