+150.3%
CI vs WCC
+460.5%
-310.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.5% | +2.5% |
| 7D | +2.6% | -9.9% | +12.5% | +4.0% |
| 30D | +7.3% | -13.4% | +20.7% | +9.2% |
| 3M | +9.5% | -13.5% | +23.0% | +11.1% |
| 6M | +6.4% | -10.6% | +17.0% | +6.6% |
| YTD | +12.0% | +30.1% | -18.1% | +4.3% |
| 1Y | +20.1% | +22.3% | -2.2% | +12.9% |
| 3Y | +9.6% | +130.3% | -120.7% | -14.5% |
| 5Y | +52.7% | +144.5% | -91.8% | +11.4% |
| 10Y | +150.3% | +431.8% | -281.6% | +25.0% |
| All | +150.3% | +460.5% | -310.3% | +25.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling