+724.3%
CSGP vs WCC
+1,713.7%
-989.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.3% | -3.3% |
| 7D | -4.1% | +4.5% | -8.5% | -5.1% |
| 30D | +2.3% | -5.8% | +8.1% | +3.4% |
| 3M | -8.2% | -3.7% | -4.5% | -8.6% |
| 6M | -35.1% | +23.1% | -58.1% | -39.6% |
| YTD | -54.0% | +44.2% | -98.2% | -59.0% |
| 1Y | -65.3% | +62.1% | -127.4% | -70.1% |
| 3Y | -62.6% | +121.1% | -183.7% | -71.3% |
| 5Y | -64.8% | +214.0% | -278.8% | -75.9% |
| 10Y | +45.1% | +472.8% | -427.7% | -22.1% |
| All | +724.3% | +1,713.7% | -989.5% | +179.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling