+3,004.1%
CLS vs WCC
+514.1%
+2,490.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.5% | +3.2% | +4.4% |
| 7D | +12.8% | +8.5% | +4.3% | +8.3% |
| 30D | +3.8% | -1.0% | +4.8% | +4.4% |
| 3M | -14.6% | +2.1% | -16.7% | -15.5% |
| 6M | +32.2% | +36.8% | -4.6% | +14.4% |
| YTD | +11.6% | +47.7% | -36.1% | -7.5% |
| 1Y | +35.1% | +66.5% | -31.5% | +6.0% |
| 3Y | +1,312.5% | +134.2% | +1,178.4% | +828.3% |
| 5Y | +3,542.1% | +231.6% | +3,310.4% | +1,852.1% |
| All | +3,004.1% | +514.1% | +2,490.0% | +893.3% |
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 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