+250.7%
CP vs WCC
+460.5%
-209.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +2.8% | -9.9% | +12.7% | +5.1% |
| 30D | +11.0% | -13.4% | +24.4% | +14.2% |
| 3M | +3.8% | -13.5% | +17.3% | +6.5% |
| 6M | +9.5% | -10.6% | +20.1% | +10.2% |
| YTD | +28.2% | +30.1% | -1.9% | +15.3% |
| 1Y | +33.0% | +22.3% | +10.6% | +21.5% |
| 3Y | +35.5% | +130.3% | -94.7% | -2.2% |
| 5Y | +25.8% | +144.5% | -118.7% | -16.0% |
| 10Y | +250.7% | +431.8% | -181.1% | +57.5% |
| All | +250.7% | +460.5% | -209.8% | +57.5% |
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