-18.9%
CG vs WCC
+23.4%
-42.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | +2.0% | -9.9% | +11.9% | +4.5% |
| 30D | +8.5% | -13.4% | +21.9% | +12.4% |
| 3M | -12.1% | -13.5% | +1.3% | -9.5% |
| 6M | -16.4% | -10.6% | -5.8% | -15.4% |
| YTD | -28.0% | +30.1% | -58.0% | -41.5% |
| 1Y | -18.9% | +22.3% | -41.2% | -31.7% |
| All | -18.9% | +23.4% | -42.3% | -31.7% |
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