+1,256.8%
WDC vs CSGP
-61.9%
+1,318.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.4% | +8.3% | +5.5% |
| 7D | +1.7% | -4.1% | +5.8% | +1.2% |
| 30D | -10.0% | +2.3% | -12.3% | -9.6% |
| 3M | -18.8% | -8.2% | -10.6% | -17.4% |
| 6M | +79.0% | -35.1% | +114.1% | +88.3% |
| YTD | +171.6% | -54.0% | +225.6% | +202.5% |
| 1Y | +417.4% | -65.3% | +482.7% | +521.6% |
| All | +1,256.8% | -61.9% | +1,318.7% | +1,478.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling