-54.9%
CSGP vs WCC
+23.4%
-78.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | -3.2% | -9.9% | +6.8% | -5.4% |
| 30D | +2.2% | -13.4% | +15.6% | -0.3% |
| 3M | -3.7% | -13.5% | +9.8% | -5.7% |
| 6M | -7.4% | -10.6% | +3.2% | -8.4% |
| YTD | -54.9% | +30.1% | -85.0% | -56.7% |
| 1Y | -54.9% | +22.3% | -77.2% | -56.9% |
| All | -54.9% | +23.4% | -78.3% | -56.9% |
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