+1,690.2%
CB vs PWR
+8,583.6%
-6,893.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.6% | -2.0% |
| 7D | +0.5% | +3.6% | -3.1% | -0.1% |
| 30D | -3.1% | -8.6% | +5.5% | -1.7% |
| 3M | +9.0% | -13.2% | +22.1% | +10.6% |
| 6M | +2.9% | +9.9% | -7.0% | -0.5% |
| YTD | +10.1% | +48.0% | -37.9% | +0.7% |
| 1Y | +22.8% | +66.2% | -43.4% | +9.5% |
| 3Y | +73.8% | +195.1% | -121.3% | +35.5% |
| 5Y | +99.2% | +442.6% | -343.4% | +36.6% |
| 10Y | +218.2% | +2,334.2% | -2,116.0% | +64.0% |
| All | +1,690.2% | +8,583.6% | -6,893.4% | +556.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling