+188.4%
CWCO price history and return analytics
+229.8%
-41.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | -3.8% | -1.1% | -2.7% | -3.1% |
| 30D | -10.6% | -1.0% | -9.6% | -10.0% |
| 3M | -5.9% | +3.2% | -9.0% | -8.0% |
| 6M | -17.3% | +12.5% | -29.7% | -24.1% |
| YTD | -19.2% | +14.1% | -33.2% | -26.5% |
| 1Y | -14.6% | +18.9% | -33.5% | -24.6% |
| 3Y | -2.6% | +74.1% | -76.7% | -34.6% |
| 5Y | +162.0% | +66.9% | +95.1% | +78.6% |
| All | +188.4% | +229.8% | -41.4% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling