+281.1%
CG vs WCN
+928.3%
-647.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +0.2% | +2.6% | -2.4% | -1.2% |
| 30D | +11.2% | +23.9% | -12.8% | -1.1% |
| 3M | -22.1% | +17.4% | -39.5% | -28.7% |
| 6M | -17.9% | +28.0% | -45.9% | -28.9% |
| YTD | -31.3% | +11.6% | -42.9% | -36.4% |
| 1Y | -24.0% | +16.9% | -40.8% | -31.6% |
| 3Y | +45.0% | +51.6% | -6.6% | +8.7% |
| 5Y | -22.6% | +48.0% | -70.6% | -41.5% |
| 10Y | +282.1% | +322.6% | -40.5% | +70.5% |
| All | +281.1% | +928.3% | -647.2% | +20.8% |
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