+3,038.3%
CLS vs WCC
+506.2%
+2,532.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.8% |
| 7D | +20.1% | +6.8% | +13.3% | +16.2% |
| 30D | +6.0% | -3.0% | +9.1% | +7.8% |
| 3M | -10.3% | +0.2% | -10.5% | -10.4% |
| 6M | +24.5% | +33.2% | -8.7% | +9.1% |
| YTD | +12.9% | +45.8% | -33.0% | -5.9% |
| 1Y | +36.7% | +68.4% | -31.7% | +6.7% |
| 3Y | +1,328.1% | +131.1% | +1,197.0% | +844.6% |
| 5Y | +3,682.3% | +225.6% | +3,456.7% | +1,945.3% |
| 10Y | +3,038.3% | +534.2% | +2,504.1% | +910.8% |
| All | +3,038.3% | +506.2% | +2,532.1% | +910.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling