+41.1%
CLS vs WCC
+61.8%
-20.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.9% | -3.1% | -2.3% |
| 7D | +4.6% | +4.5% | +0.1% | +1.0% |
| 30D | -13.9% | -5.8% | -8.1% | -9.8% |
| 3M | -26.6% | -3.7% | -22.9% | -24.5% |
| 6M | +15.4% | +23.1% | -7.6% | -2.0% |
| YTD | +5.7% | +44.2% | -38.5% | -21.1% |
| 1Y | +41.1% | +62.1% | -21.0% | +4.8% |
| All | +41.1% | +61.8% | -20.7% | +4.8% |
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