+243.0%
CB vs WEC
+178.6%
+64.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.9% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | +6.5% | +12.9% | -6.4% | +1.4% |
| 3M | +4.1% | +9.8% | -5.7% | +0.2% |
| 6M | +14.4% | +6.7% | +7.7% | +11.4% |
| YTD | +17.5% | +14.0% | +3.5% | +11.3% |
| 1Y | +27.5% | +7.3% | +20.2% | +23.6% |
| 3Y | +71.6% | +63.8% | +7.8% | +40.3% |
| 5Y | +100.6% | +54.8% | +45.9% | +65.1% |
| 10Y | +243.0% | +185.7% | +57.3% | +143.2% |
| All | +243.0% | +178.6% | +64.4% | +143.2% |
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