+246.7%
CB vs WEC
+186.5%
+60.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | +0.7% | +1.4% | -0.7% | +0.1% |
| 30D | +8.2% | +12.8% | -4.6% | +3.1% |
| 3M | +6.3% | +11.2% | -4.9% | +1.8% |
| 6M | +16.2% | +6.6% | +9.6% | +13.1% |
| YTD | +19.3% | +13.8% | +5.5% | +13.0% |
| 1Y | +29.2% | +7.6% | +21.6% | +25.1% |
| 3Y | +71.4% | +62.2% | +9.2% | +40.7% |
| 5Y | +104.2% | +52.0% | +52.3% | +69.3% |
| 10Y | +246.7% | +189.4% | +57.3% | +145.4% |
| All | +246.7% | +186.5% | +60.1% | +145.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling