+7,262.2%
CB vs WEC
+2,917.3%
+4,344.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +2.6% | +3.2% | -0.6% | +1.0% |
| 30D | +11.2% | +14.7% | -3.5% | +4.1% |
| 3M | +5.7% | +10.2% | -4.5% | +0.8% |
| 6M | +15.9% | +4.5% | +11.4% | +13.3% |
| YTD | +20.2% | +15.1% | +5.0% | +11.9% |
| 1Y | +32.4% | +9.4% | +23.0% | +26.3% |
| 3Y | +75.5% | +56.9% | +18.6% | +39.4% |
| 5Y | +105.5% | +54.4% | +51.0% | +61.2% |
| 10Y | +258.5% | +183.5% | +75.0% | +96.3% |
| All | +7,262.2% | +2,917.3% | +4,344.9% | +1,284.4% |
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 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