+67.3%
CSGP vs WCN
+302.6%
-235.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.5% | +1.8% | +1.9% |
| 7D | -1.8% | +1.2% | -3.0% | -2.5% |
| 30D | +5.3% | +24.6% | -19.3% | -8.7% |
| 3M | +3.3% | +14.2% | -10.9% | -5.1% |
| 6M | -4.7% | +25.7% | -30.3% | -17.8% |
| YTD | -53.5% | +9.3% | -62.8% | -56.2% |
| 1Y | -53.7% | +15.3% | -69.1% | -58.0% |
| 3Y | -59.7% | +48.6% | -108.3% | -69.9% |
| 5Y | -62.5% | +46.9% | -109.4% | -72.2% |
| 10Y | +67.3% | +298.1% | -230.9% | -27.5% |
| All | +67.3% | +302.6% | -235.4% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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