+106.9%
CB vs WEC
+54.4%
+52.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +2.6% | +3.2% | -0.6% | +1.4% |
| 30D | +11.2% | +14.7% | -3.5% | +5.8% |
| 3M | +5.7% | +10.2% | -4.5% | +2.0% |
| 6M | +15.9% | +4.5% | +11.4% | +14.0% |
| YTD | +20.2% | +15.1% | +5.0% | +14.1% |
| 1Y | +32.4% | +9.4% | +23.0% | +27.9% |
| 3Y | +75.5% | +56.9% | +18.6% | +51.8% |
| All | +106.9% | +54.4% | +52.4% | +73.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling