-10.8%
CCI vs WST
-15.4%
+4.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.0% | -1.8% |
| 7D | -0.4% | +0.7% | -1.1% | -0.5% |
| 30D | +2.7% | -3.1% | +5.8% | +3.0% |
| 3M | -18.2% | +7.2% | -25.4% | -18.8% |
| 6M | -14.8% | +36.8% | -51.6% | -17.4% |
| YTD | -12.6% | +23.8% | -36.4% | -14.6% |
| 1Y | -16.7% | +37.8% | -54.5% | -19.4% |
| All | -10.8% | -15.4% | +4.6% | -8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling