+49.0%
CG vs WCN
+19.5%
+29.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.8% |
| 7D | -6.4% | -1.7% | -4.7% | -6.1% |
| 30D | -7.1% | -3.0% | -4.1% | -6.5% |
| 3M | -1.6% | +2.5% | -4.1% | -2.3% |
| 6M | -8.3% | -5.7% | -2.6% | -6.9% |
| YTD | -23.8% | -7.4% | -16.4% | -22.3% |
| 1Y | -28.7% | -8.6% | -20.1% | -27.1% |
| All | +49.0% | +19.5% | +29.5% | +37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling