-32.5%
CG vs WCC
+62.7%
-95.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.2% | +0.9% | -1.3% |
| 7D | -9.8% | +1.7% | -11.5% | -10.3% |
| 30D | -10.3% | -6.1% | -4.2% | -8.7% |
| 3M | -1.7% | +3.1% | -4.7% | -3.3% |
| 6M | -9.8% | +28.2% | -38.0% | -19.4% |
| YTD | -25.6% | +41.1% | -66.7% | -35.9% |
| 1Y | -32.5% | +61.3% | -93.8% | -44.3% |
| All | -32.5% | +62.7% | -95.2% | -44.3% |
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