-58.4%
CSGP vs WCC
+106.2%
-164.6%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -9.6% | +7.9% | -1.2% |
| 7D | +13.9% | -21.9% | +35.8% | +15.0% |
| 30D | +16.0% | -25.4% | +41.4% | +17.6% |
| 3M | +6.1% | -23.1% | +29.2% | +7.1% |
| 6M | -8.2% | -18.1% | +9.9% | -8.4% |
| YTD | -52.3% | +17.7% | -70.0% | -55.7% |
| 1Y | -54.5% | +12.4% | -66.9% | -57.4% |
| All | -58.4% | +106.2% | -164.6% | -71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling