+31.2%
CHD vs WCC
+139.9%
-108.7%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +1.1% |
| 7D | +3.4% | +9.9% | -6.6% | +3.3% |
| 30D | +10.1% | -8.4% | +18.6% | +10.1% |
| 3M | +11.9% | -10.3% | +22.2% | +11.9% |
| 6M | +19.6% | -10.5% | +30.1% | +19.6% |
| YTD | +36.0% | +32.2% | +3.9% | +34.9% |
| 1Y | +34.8% | +25.5% | +9.2% | +33.7% |
| 3Y | +28.8% | +134.7% | -105.9% | +25.5% |
| All | +31.2% | +139.9% | -108.7% | +29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling