+1,401.6%
CRS vs WCN
+25.5%
+1,376.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -1.9% |
| 7D | -4.1% | -4.4% | +0.3% | -2.9% |
| 30D | -16.6% | -4.4% | -12.1% | -15.5% |
| 3M | -14.3% | +0.5% | -14.7% | -14.9% |
| 6M | +11.6% | -3.3% | +14.9% | +11.8% |
| YTD | +42.6% | -8.5% | +51.1% | +45.6% |
| 1Y | +81.8% | -8.9% | +90.7% | +85.5% |
| 3Y | +632.1% | +18.0% | +614.0% | +555.1% |
| 5Y | +1,401.6% | +25.0% | +1,376.6% | +1,200.4% |
| All | +1,401.6% | +25.5% | +1,376.2% | +1,200.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling