+350.2%
CG vs WCN
+772.3%
-422.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.5% | -1.0% |
| 7D | -4.3% | -0.6% | -3.7% | -4.0% |
| 30D | -5.1% | +0.4% | -5.5% | -5.3% |
| 3M | +8.7% | +7.3% | +1.4% | +3.8% |
| 6M | -9.2% | -2.5% | -6.7% | -9.2% |
| YTD | -18.9% | -5.4% | -13.5% | -17.8% |
| 1Y | -25.6% | -8.5% | -17.2% | -23.4% |
| 3Y | +57.3% | +20.8% | +36.5% | +33.9% |
| 5Y | +10.2% | +30.0% | -19.9% | -10.8% |
| 10Y | +364.2% | +238.4% | +125.8% | +132.2% |
| All | +350.2% | +772.3% | -422.2% | +56.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling