+22.5%
CCI vs WST
+325.7%
-303.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | -0.3% | -1.7% | +1.4% | +0.1% |
| 30D | +2.1% | -4.3% | +6.4% | +3.1% |
| 3M | -17.8% | +0.7% | -18.6% | -18.2% |
| 6M | -14.2% | +36.0% | -50.2% | -20.6% |
| YTD | -13.3% | +22.7% | -36.1% | -18.1% |
| 1Y | -16.6% | +34.1% | -50.7% | -23.1% |
| 3Y | -10.8% | -13.6% | +2.8% | -13.5% |
| 5Y | -50.3% | -26.0% | -24.3% | -51.0% |
| 10Y | +22.5% | +335.8% | -313.3% | -24.8% |
| All | +22.5% | +325.7% | -303.2% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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