+65.1%
CSGP vs WCN
+300.6%
-235.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.3% |
| 7D | -3.2% | +2.6% | -5.8% | -4.8% |
| 30D | +2.2% | +25.3% | -23.1% | -11.7% |
| 3M | -3.7% | +15.2% | -18.9% | -12.0% |
| 6M | -7.4% | +26.4% | -33.9% | -20.5% |
| YTD | -54.9% | +9.9% | -64.8% | -57.7% |
| 1Y | -54.9% | +16.2% | -71.1% | -59.3% |
| 3Y | -61.9% | +49.4% | -111.3% | -71.6% |
| 5Y | -63.1% | +46.2% | -109.3% | -72.6% |
| 10Y | +65.1% | +305.7% | -240.6% | -28.0% |
| All | +65.1% | +300.6% | -235.4% | -28.0% |
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