-10.8%
CTSH vs WSM
+19.9%
-30.7%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.1% | -5.7% | -4.1% |
| 7D | -2.7% | -3.3% | +0.6% | -2.0% |
| 30D | +12.4% | -8.4% | +20.7% | +14.6% |
| 3M | +17.4% | +9.7% | +7.7% | +13.8% |
| 6M | -3.1% | +16.7% | -19.8% | -7.8% |
| YTD | -23.6% | +28.7% | -52.2% | -28.4% |
| 1Y | -10.8% | +13.7% | -24.5% | -15.9% |
| All | -10.8% | +19.9% | -30.7% | -15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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