+1,222.3%
WDC vs CG
+295.0%
+927.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.4% | +9.7% | +9.0% |
| 7D | -3.2% | -3.8% | +0.6% | -0.8% |
| 30D | -19.0% | +7.5% | -26.5% | -21.9% |
| 3M | -28.4% | -14.4% | -14.1% | -23.0% |
| 6M | -39.2% | -15.7% | -23.6% | -34.6% |
| YTD | +82.1% | -29.0% | +111.0% | +112.9% |
| 1Y | +84.7% | -22.1% | +106.8% | +106.0% |
| 3Y | +825.6% | +49.1% | +776.5% | +604.4% |
| 5Y | +608.2% | -18.4% | +626.5% | +600.5% |
| 10Y | +695.1% | +295.1% | +400.0% | +261.7% |
| All | +1,222.3% | +295.0% | +927.3% | +464.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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