+56.5%
CCI vs WST
+466.7%
-410.2%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.3% | -4.2% | -1.6% |
| 7D | +0.9% | +1.3% | -0.4% | +0.6% |
| 30D | +10.3% | +12.9% | -2.6% | +7.2% |
| 3M | +17.9% | +16.7% | +1.2% | +13.6% |
| 6M | -0.5% | +26.8% | -27.3% | -6.2% |
| YTD | +2.7% | +50.5% | -47.8% | -7.5% |
| 1Y | +3.1% | +52.9% | -49.7% | -7.6% |
| 3Y | +8.0% | +23.9% | -16.0% | -5.3% |
| 5Y | -37.8% | +1.0% | -38.8% | -43.4% |
| 10Y | +56.5% | +451.4% | -394.9% | -17.8% |
| All | +56.5% | +466.7% | -410.2% | -17.8% |
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