+3,155.5%
CRS vs WCC
+1,563.0%
+1,592.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -1.9% |
| 7D | +4.8% | +9.9% | -5.2% | +0.5% |
| 30D | -23.2% | -8.4% | -14.7% | -19.9% |
| 3M | -45.5% | -10.3% | -35.2% | -42.9% |
| 6M | -33.1% | -10.5% | -22.6% | -30.7% |
| YTD | -7.2% | +32.2% | -39.4% | -19.7% |
| 1Y | -10.0% | +25.5% | -35.6% | -20.6% |
| 3Y | +332.3% | +134.7% | +197.6% | +172.5% |
| 5Y | +801.9% | +139.9% | +661.9% | +439.2% |
| 10Y | +820.9% | +433.5% | +387.5% | +272.8% |
| All | +3,155.5% | +1,563.0% | +1,592.5% | +713.5% |
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 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