+1,245.5%
WDC vs CP
+219.6%
+1,025.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.7% | +2.5% |
| 7D | +6.0% | +2.4% | +3.6% | +4.3% |
| 30D | +9.9% | -0.5% | +10.5% | +10.2% |
| 3M | -9.4% | +1.4% | -10.8% | -11.4% |
| 6M | +94.7% | +10.3% | +84.4% | +79.4% |
| YTD | +177.4% | +24.3% | +153.1% | +134.3% |
| 1Y | +412.6% | +20.4% | +392.1% | +340.6% |
| 3Y | +1,359.8% | +21.8% | +1,338.0% | +1,114.6% |
| 5Y | +992.6% | +31.5% | +961.0% | +743.9% |
| 10Y | +1,245.5% | +223.2% | +1,022.3% | +484.7% |
| All | +1,245.5% | +219.6% | +1,025.9% | +484.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CP 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling