+1,339.5%
CRS vs WCC
+518.6%
+820.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.0% | -0.3% |
| 7D | -4.1% | +1.7% | -5.8% | -5.2% |
| 30D | -16.6% | -6.1% | -10.5% | -13.8% |
| 3M | -14.3% | +3.1% | -17.3% | -17.1% |
| 6M | +11.6% | +28.2% | -16.6% | -6.2% |
| YTD | +42.6% | +41.1% | +1.5% | +12.2% |
| 1Y | +81.8% | +61.3% | +20.5% | +30.7% |
| 3Y | +632.1% | +123.6% | +508.4% | +288.9% |
| 5Y | +1,401.6% | +214.8% | +1,186.9% | +476.7% |
| All | +1,339.5% | +518.6% | +820.9% | +179.8% |
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