+257.6%
CP vs WCC
+492.1%
-234.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +8.1% | -6.1% | -0.1% |
| 7D | +2.8% | -5.7% | +8.5% | +3.8% |
| 30D | +11.3% | -13.5% | +24.8% | +14.5% |
| 3M | +2.9% | -12.9% | +15.7% | +5.2% |
| 6M | +9.8% | -10.7% | +20.4% | +10.5% |
| YTD | +28.5% | +30.0% | -1.5% | +15.6% |
| 1Y | +33.5% | +24.7% | +8.8% | +21.3% |
| 3Y | +31.9% | +136.6% | -104.6% | -5.6% |
| 5Y | +25.5% | +143.9% | -118.4% | -16.1% |
| 10Y | +257.6% | +465.9% | -208.4% | +57.6% |
| All | +257.6% | +492.1% | -234.5% | +57.6% |
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 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