-53.3%
CSGP vs WCC
+24.5%
-77.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -9.9% | +13.9% | +1.6% |
| 7D | +18.3% | -8.8% | +27.1% | +16.0% |
| 30D | +17.8% | -16.0% | +33.8% | +14.3% |
| 3M | +9.3% | -15.2% | +24.5% | +6.6% |
| 6M | -7.9% | -8.4% | +0.5% | -8.9% |
| YTD | -51.5% | +30.1% | -81.6% | -53.5% |
| 1Y | -53.3% | +26.4% | -79.8% | -55.9% |
| All | -53.3% | +24.5% | -77.8% | -55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling