CECadence diligence pack

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Rules frozen before data, results published regardless — the public record.

Pre-registration record — public summary

CECadence's validation rules are pre-registered: each rule is frozen in a dated, committed protocol before the data it will be judged against is fetched, and the results are published whatever they say. This page is the public record of that discipline. The full protocol text — the exact rules, parameterisations and adjudication procedures — is part of the licensed diligence pack: request it at hello@compoundingenergy.com.

Why this is verifiable without reading the rules

Every pre-registration below is a git commit in the product repository, made before the corresponding data fetch; a continuous-integration guard fails the build if held-out data appears without its pre-registration. On request we walk diligence teams through the commit history — timestamps and content hashes are not editable after the fact. And the record below includes failures and rejected model changes: a vendor curating its results would not publish these.

The record

Pre-registered rule Frozen (commit · date) Outcome
2025 held-out validation year — every rule frozen before any 2025 backtest input was fetched 8667ce5 · 2026-06-12 Measured FAIL published unmodified: annual mean +12.0% on the default basis vs the 5% target; the P95 scarcity tail fails in both profile modes
Scarcity-knee re-shape — adoption rule fixed before fitting 623f126 · 2026-06-14 NOT ADOPTED under its own frozen rule (an honest negative)
Richer curve family (regime-scaled knee) 838d3c2 · 2026-06-15 NOT ADOPTED — the pre-registered generalisation guard vetoed a clean-looking in-sample fit
Numerical-correctness audit — engine fixes adjudicated against the held-out record 5a2f458 · 2026-06-15 Adjudicated held-out-safe; evidence regenerated, rules unchanged
Piecewise scarcity-tail rule 8edaf0c · 2026-06-16 Fitted and NOT ADOPTED; the exercise localised the tail failure
Inner-knee re-shape c9aca57 · 2026-06-17 NOT ADOPTED — the most informative negative in the record
Standing quarterly out-of-sample revenue grading (every new index quarter grades the frozen revenue parameterisation) 7a60d5f · 2026-07-05 Pre-registered and standing; the first out-of-sample quarter (2026Q2) was computed 2026-07-20 and published as informational per the frozen convention — the graded test accrues over multiple quarters and, once started, is never restarted
Held-out 2026H1 price window — 13 season-stratified weeks, frozen checks 7a60d5f · 2026-07-05 EXECUTED (7678204): synthetic window mean 1.4% PASS (90% CI 0.2–6.0% spans the 5% target — a fragile pass, disclosed as such), P50 23.0% FAIL, P95 55.6% FAIL — published unmodified. The realised-basis leg was NOT OBTAINABLE at execution (profile coverage below the frozen gate — the gap published verbatim, not papered over) and was completed 2026-07 under the same frozen rules once coverage crossed the gate: realised window mean 7.8% FAIL vs the 5% target, P50 26.3% FAIL, P95 54.5% FAIL — published straight
Six revenue-stack adoption rules — zonal-BM honesty (thin-zone shrinkage, two-leg structure with no-flattery checks), capacity-market walk refit, frequency-response demand trajectories, a dispatch-efficiency instrument, and a variance-refit data-gate — every rule frozen before any fitting code existed 4ea6671 · 2026-07-06 EXECUTED: three ADOPTED under their frozen gates (zonal shrinkage + the two-leg BM structure — both lower or hold every Scottish-boundary value — and the capacity-market walk refit); three NOT ADOPTED under theirs (demand trajectories failed their own identification clamp; the dispatch-efficiency multiplier stays data-gated; the variance refit missed its fit gate by 0.005) — published either way
Fifth curve re-shape (regime-identified) — fitted at five windows, both executed held-out windows included 600060b · 2026-07-19 NOT ADOPTED (measured same day, b071171): the candidates that fix the chronic hot tail break the crisis-year and precision-mean legs, so the frozen no-regression gate refused every one; the regime-width hypothesis was refuted. The registered unlock is a second genuine high-scarcity window
Dispatch-efficiency instrument re-adjudicated — the six-rules instrument re-run when newly pinned data made its measured leg computable de5d7d0 · 2026-07-24 NOT ADOPTED (stability-gated): the gate's computability part now passes; its cross-quarter stability bound still fails — the instrument stays published and is applied to no revenue leg
2026Q3 index re-basing — frozen rules, free data only, dual-published, never retroactive 60c5c84 · 2026-07-23 Registered; applies at the 2026Q3 window advance
Model recalibration to the re-based index — frozen before any target exists to fit be5e6a0 · 2026-07-23 Registered; executes at/after the 2026Q3 window advance
The living index — provisional series, strategy mix, per-asset publication a42f055 · 2026-07-24 Registered before any series existed; executed — the provisional surfaces are live, additive and ungraded (the settled quarterly report remains the record)
Battery ageing on the bankable candidate track 2e83bb4 · 2026-07-24 Registered before any implementation code existed; executed — the multi-year candidate track now ages the battery (conservative by construction, user-overridable)
FR structure — the auction-shaped response book 32e1a01 · 2026-07-27 Registered; executes at/after the model recalibration above — deliberately not yet in code
CM leg — cleared where cleared, expected where not df6ce85 · 2026-07-28 EXECUTED 2026-07-29: delivery years whose T-4 auctions have cleared now price at the final clearing prices (auction results are facts, not forecasts); beyond the cleared horizon the central line is the deterministic expectation of the frozen bounded walk — the former seeded realisation is gone

Five re-shape attempts have been pre-registered, fitted, and rejected under their own frozen adoption rules. The persistent P95 scarcity-tail failure is a data limit — one crisis year in the historical record — not a knob to be quietly tuned; the registered unlock is a second genuine high-scarcity window. The full diagnosis is in the held-out note, and the graded verdicts render live on the methodology tab alongside the measured CE GB BESS Index.

What the full protocol adds (licensed diligence pack)

The complete document of record: frozen rule text and parameterisations, exact run plans, fuel-multiplier derivation rules, adjacency disclosures (what the model could have "seen"), the publication rule, and the appended measured results of every executed section. Signed-in users (free account included) can read the validation dossier and limitations register; email hello@compoundingenergy.com for the protocol walk-through.