+113.2%
WDC vs CSGP
-53.2%
+166.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +4.0% | -10.8% | -4.5% |
| 7D | -18.3% | +18.3% | -36.6% | -9.7% |
| 30D | -26.7% | +17.8% | -44.5% | -17.7% |
| 3M | -40.9% | +9.3% | -50.2% | -36.0% |
| 6M | -26.8% | -7.9% | -18.8% | -20.8% |
| YTD | +88.2% | -51.5% | +139.7% | +96.2% |
| 1Y | +113.2% | -53.3% | +166.5% | +124.1% |
| All | +113.2% | -53.2% | +166.4% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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