+58.1%
CVE vs WEC
+8.0%
+50.1%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.4% | +2.3% | +2.7% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | -10.8% | +12.0% | -22.8% | -11.7% |
| 3M | -4.3% | +11.1% | -15.4% | -5.2% |
| 6M | -1.5% | +6.0% | -7.4% | -1.8% |
| YTD | +70.7% | +14.3% | +56.4% | +58.5% |
| 1Y | +58.1% | +8.0% | +50.1% | +46.7% |
| All | +58.1% | +8.0% | +50.1% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling