+105.9%
CB vs WEC
+55.1%
+50.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | 0.0% | -0.7% | +0.7% | +0.3% |
| 30D | +7.4% | +11.0% | -3.6% | +3.4% |
| 3M | +8.6% | +8.6% | 0.0% | +5.3% |
| 6M | +16.1% | +6.2% | +10.0% | +13.6% |
| YTD | +20.2% | +14.3% | +5.9% | +14.4% |
| 1Y | +27.2% | +8.4% | +18.8% | +23.3% |
| 3Y | +72.7% | +62.9% | +9.8% | +47.5% |
| 5Y | +105.9% | +55.8% | +50.1% | +72.4% |
| All | +105.9% | +55.1% | +50.9% | +72.4% |
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 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