+73.0%
CF vs WCC
+124.0%
-51.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.9% | -7.1% | -3.3% |
| 7D | +6.0% | +4.5% | +1.5% | +6.0% |
| 30D | +14.8% | -5.8% | +20.6% | +14.9% |
| 3M | +14.1% | -3.7% | +17.7% | +14.3% |
| 6M | +28.5% | +23.1% | +5.5% | +27.4% |
| YTD | +74.9% | +44.2% | +30.8% | +70.5% |
| 1Y | +61.7% | +62.1% | -0.4% | +55.4% |
| All | +73.0% | +124.0% | -51.0% | +65.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling