+770.0%
WDC vs CP
+36.4%
+733.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.8% |
| 7D | +12.1% | +2.1% | +9.9% | +11.3% |
| 30D | -18.8% | +9.3% | -28.1% | -21.6% |
| 3M | -39.3% | +0.5% | -39.8% | -39.4% |
| 6M | -40.1% | +10.4% | -50.5% | -43.3% |
| YTD | +71.8% | +28.7% | +43.1% | +48.8% |
| 1Y | +88.5% | +33.2% | +55.3% | +60.4% |
| 3Y | +770.0% | +38.4% | +731.6% | +642.9% |
| All | +770.0% | +36.4% | +733.6% | +642.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling