+6,646.7%
CB vs WEC
+2,601.6%
+4,045.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | +0.5% | -0.3% | +0.8% | +0.6% |
| 30D | -3.1% | -1.3% | -1.8% | -2.5% |
| 3M | +9.0% | -3.9% | +12.9% | +11.0% |
| 6M | +2.9% | -8.3% | +11.2% | +7.0% |
| YTD | +10.1% | +3.1% | +7.0% | +8.2% |
| 1Y | +22.8% | +1.9% | +20.9% | +21.2% |
| 3Y | +73.8% | +41.9% | +31.9% | +44.7% |
| 5Y | +99.2% | +30.8% | +68.4% | +69.3% |
| 10Y | +218.2% | +141.9% | +76.3% | +88.3% |
| All | +6,646.7% | +2,601.6% | +4,045.1% | +1,238.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling