-27.0%
CG vs WCC
+27.1%
-54.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -1.5% | +14.2% | -15.7% | -5.4% |
| 30D | +5.7% | -9.8% | +15.5% | +8.0% |
| 3M | -17.9% | -10.1% | -7.8% | -16.4% |
| 6M | -20.2% | -9.4% | -10.8% | -19.3% |
| YTD | -32.0% | +34.4% | -66.4% | -45.6% |
| 1Y | -27.0% | +23.3% | -50.3% | -38.3% |
| All | -27.0% | +27.1% | -54.2% | -38.3% |
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