+5.5%
CG vs WCN
+27.0%
-21.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.5% |
| 7D | -6.4% | -1.7% | -4.7% | -5.7% |
| 30D | -7.1% | -3.0% | -4.1% | -5.8% |
| 3M | -1.6% | +2.5% | -4.1% | -3.2% |
| 6M | -8.3% | -5.7% | -2.6% | -6.4% |
| YTD | -23.8% | -7.4% | -16.4% | -21.7% |
| 1Y | -28.7% | -8.6% | -20.1% | -26.4% |
| 3Y | +49.2% | +19.4% | +29.8% | +24.7% |
| 5Y | +5.5% | +27.2% | -21.7% | -19.1% |
| All | +5.5% | +27.0% | -21.5% | -19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling