+62.6%
CSGP vs WCC
+453.1%
-390.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | -0.8% |
| 7D | -7.1% | +3.3% | -10.4% | -7.8% |
| 30D | +3.6% | -9.4% | +13.1% | +4.6% |
| 3M | -2.7% | -10.5% | +7.8% | -2.0% |
| 6M | -8.0% | -10.4% | +2.4% | -8.3% |
| YTD | -55.0% | +34.4% | -89.4% | -59.5% |
| 1Y | -55.8% | +27.7% | -83.4% | -59.8% |
| 3Y | -62.0% | +137.9% | -199.9% | -71.5% |
| 5Y | -62.9% | +147.0% | -210.0% | -73.3% |
| 10Y | +62.6% | +442.5% | -379.9% | -9.0% |
| All | +62.6% | +453.1% | -390.5% | -9.0% |
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