+29.2%
CB vs PWR
+28.2%
+1.0%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +1.4% |
| 7D | +0.7% | -11.2% | +11.9% | -0.5% |
| 30D | +8.2% | -17.4% | +25.6% | +6.0% |
| 3M | +6.3% | -11.7% | +18.0% | +5.2% |
| 6M | +16.2% | -21.7% | +37.9% | +14.4% |
| YTD | +19.3% | +38.3% | -18.9% | +27.2% |
| 1Y | +29.2% | +29.6% | -0.4% | +37.2% |
| All | +29.2% | +28.2% | +1.0% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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