+294.1%
CG vs WCC
+399.5%
-105.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.3% | -4.7% | -2.8% |
| 7D | -3.8% | +3.3% | -7.1% | -5.2% |
| 30D | +7.5% | -9.4% | +16.9% | +10.9% |
| 3M | -14.4% | -10.5% | -3.9% | -11.9% |
| 6M | -15.7% | -10.4% | -5.2% | -14.1% |
| YTD | -29.0% | +34.4% | -63.4% | -40.3% |
| 1Y | -22.1% | +27.7% | -49.8% | -33.0% |
| 3Y | +49.1% | +137.9% | -88.8% | -6.3% |
| 5Y | -18.4% | +147.0% | -165.4% | -51.1% |
| 10Y | +295.1% | +442.5% | -147.4% | +45.0% |
| All | +294.1% | +399.5% | -105.4% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling