+3,756.3%
CHD vs WCC
+1,713.7%
+2,042.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | -0.3% |
| 7D | -2.7% | +4.5% | -7.1% | -3.0% |
| 30D | -4.6% | -5.8% | +1.2% | -4.3% |
| 3M | +5.0% | -3.7% | +8.7% | +5.0% |
| 6M | -3.2% | +23.1% | -26.3% | -5.3% |
| YTD | +18.6% | +44.2% | -25.5% | +14.6% |
| 1Y | +4.8% | +62.1% | -57.3% | +0.1% |
| 3Y | +6.1% | +121.1% | -115.0% | -2.9% |
| 5Y | +24.0% | +214.0% | -190.0% | +8.0% |
| 10Y | +124.5% | +472.8% | -348.3% | +76.9% |
| All | +3,756.3% | +1,713.7% | +2,042.6% | +2,176.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling