+5,625.7%
CP vs WCC
+1,713.7%
+3,911.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.5% | -0.6% |
| 7D | -2.7% | +4.5% | -7.1% | -3.7% |
| 30D | +0.2% | -5.8% | +6.0% | +1.5% |
| 3M | +2.6% | -3.7% | +6.2% | +2.6% |
| 6M | +6.0% | +23.1% | -17.1% | -0.7% |
| YTD | +24.9% | +44.2% | -19.2% | +12.2% |
| 1Y | +20.1% | +62.1% | -42.0% | +4.1% |
| 3Y | +16.4% | +121.1% | -104.7% | -10.5% |
| 5Y | +31.7% | +214.0% | -182.2% | -10.9% |
| 10Y | +223.9% | +472.8% | -248.9% | +72.1% |
| All | +5,625.7% | +1,713.7% | +3,911.9% | +2,144.0% |
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