+72.4%
CB vs WEC
+62.7%
+9.6%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.2% |
| 7D | -1.0% | -0.5% | -0.5% | -0.8% |
| 30D | +7.3% | +12.0% | -4.6% | +2.5% |
| 3M | +7.0% | +11.1% | -4.1% | +2.5% |
| 6M | +16.3% | +6.0% | +10.4% | +13.6% |
| YTD | +19.7% | +14.3% | +5.5% | +13.4% |
| 1Y | +27.8% | +8.0% | +19.8% | +23.7% |
| All | +72.4% | +62.7% | +9.6% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling