+996.0%
CI vs WCC
+1,713.7%
-717.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +3.9% | -5.2% | -2.0% |
| 7D | +1.3% | +4.5% | -3.2% | +0.5% |
| 30D | +4.4% | -5.8% | +10.2% | +5.4% |
| 3M | +0.7% | -3.7% | +4.3% | +0.5% |
| 6M | +0.3% | +23.1% | -22.7% | -4.8% |
| YTD | +3.8% | +44.2% | -40.3% | -4.5% |
| 1Y | -5.5% | +62.1% | -67.6% | -15.8% |
| 3Y | +8.1% | +121.1% | -113.0% | -13.4% |
| 5Y | +42.8% | +214.0% | -171.2% | +2.5% |
| 10Y | +143.9% | +472.8% | -328.9% | +41.6% |
| All | +996.0% | +1,713.7% | -717.7% | +382.6% |
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