+417.4%
WDC vs CF
+62.4%
+355.0%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.2% | +9.1% | +5.0% |
| 7D | +1.7% | +6.0% | -4.3% | +3.4% |
| 30D | -10.0% | +14.8% | -24.8% | -6.4% |
| 3M | -18.8% | +14.1% | -32.8% | -15.1% |
| 6M | +79.0% | +28.5% | +50.5% | +95.3% |
| YTD | +171.6% | +74.9% | +96.6% | +223.8% |
| 1Y | +417.4% | +61.7% | +355.7% | +507.3% |
| All | +417.4% | +62.4% | +355.0% | +507.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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