+1,323.2%
CRS vs WCN
+235.9%
+1,087.3%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -6.8% | -3.1% | -3.7% | -5.0% |
| 30D | -16.1% | -3.4% | -12.7% | -14.5% |
| 3M | -21.2% | +3.0% | -24.1% | -23.4% |
| 6M | +8.7% | -3.8% | +12.4% | +9.1% |
| YTD | +41.0% | -8.3% | +49.3% | +45.1% |
| 1Y | +82.7% | -9.7% | +92.4% | +89.1% |
| 3Y | +604.8% | +17.2% | +587.6% | +486.9% |
| 5Y | +1,384.7% | +25.3% | +1,359.4% | +1,044.8% |
| All | +1,323.2% | +235.9% | +1,087.3% | +399.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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