+1,011.1%
CLS vs WCC
+1,535.5%
-524.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +8.1% | -0.3% | +4.7% |
| 7D | -10.6% | -5.7% | -4.9% | -8.1% |
| 30D | -38.4% | -13.5% | -25.0% | -34.4% |
| 3M | -29.9% | -12.9% | -17.0% | -25.2% |
| 6M | -40.6% | -10.7% | -30.0% | -37.1% |
| YTD | -24.6% | +30.0% | -54.6% | -30.5% |
| 1Y | -30.8% | +24.7% | -55.5% | -34.8% |
| 3Y | +811.7% | +136.6% | +675.2% | +572.4% |
| 5Y | +1,838.4% | +143.9% | +1,694.5% | +1,266.3% |
| 10Y | +1,751.5% | +465.9% | +1,285.6% | +786.6% |
| All | +1,011.1% | +1,535.5% | -524.4% | +172.1% |
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