+20.4%
CP vs WCC
+64.4%
-44.0%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.8% |
| 7D | +2.4% | +8.5% | -6.1% | +1.4% |
| 30D | -0.5% | -1.0% | +0.4% | -0.5% |
| 3M | +1.4% | +2.1% | -0.7% | +1.2% |
| 6M | +10.3% | +36.8% | -26.5% | +5.2% |
| YTD | +24.3% | +47.7% | -23.4% | +17.9% |
| 1Y | +20.4% | +66.5% | -46.1% | +14.2% |
| All | +20.4% | +64.4% | -44.0% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling