-25.6%
CG vs WCC
+61.8%
-87.4%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -2.9% |
| 7D | -4.3% | +4.5% | -8.8% | -5.7% |
| 30D | -5.1% | -5.8% | +0.7% | -3.4% |
| 3M | +8.7% | -3.7% | +12.3% | +9.4% |
| 6M | -9.2% | +23.1% | -32.3% | -17.4% |
| YTD | -18.9% | +44.2% | -63.0% | -30.6% |
| 1Y | -25.6% | +62.1% | -87.7% | -38.4% |
| All | -25.6% | +61.8% | -87.4% | -38.4% |
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 · 6 months rolling