-5.5%
CI vs WCC
+61.8%
-67.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.2% | -1.0% |
| 7D | +1.3% | +4.5% | -3.2% | +1.7% |
| 30D | +4.4% | -5.8% | +10.2% | +4.0% |
| 3M | +0.7% | -3.7% | +4.3% | +0.8% |
| 6M | +0.3% | +23.1% | -22.7% | +1.6% |
| YTD | +3.8% | +44.2% | -40.3% | +11.7% |
| 1Y | -5.5% | +62.1% | -67.6% | +9.3% |
| All | -5.5% | +61.8% | -67.3% | +9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling