+32.2%
CB vs WEC
+9.7%
+22.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.3% | +1.0% |
| 7D | +5.3% | +6.9% | -1.6% | +2.1% |
| 30D | +13.2% | +16.6% | -3.4% | +5.9% |
| 3M | +7.8% | +9.1% | -1.3% | +3.6% |
| 6M | +15.8% | +3.2% | +12.6% | +13.8% |
| YTD | +21.0% | +14.9% | +6.1% | +16.0% |
| 1Y | +32.2% | +9.2% | +23.0% | +29.4% |
| All | +32.2% | +9.7% | +22.5% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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