+9.8%
CG vs WCC
+229.6%
-219.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.5% | -4.6% | -3.4% |
| 7D | -1.3% | +8.5% | -9.8% | -5.4% |
| 30D | -3.2% | -1.0% | -2.2% | -3.2% |
| 3M | +6.2% | +2.1% | +4.1% | +3.6% |
| 6M | -4.7% | +36.8% | -41.5% | -21.6% |
| YTD | -20.6% | +47.7% | -68.3% | -37.7% |
| 1Y | -26.4% | +66.5% | -92.9% | -46.4% |
| 3Y | +55.4% | +134.2% | -78.8% | -11.4% |
| 5Y | +9.8% | +231.6% | -221.8% | -52.3% |
| All | +9.8% | +229.6% | -219.8% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling