+1,853.5%
CB vs PWR
+6,979.4%
-5,125.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -12.3% | +11.6% | +1.4% |
| 7D | +2.6% | -19.9% | +22.4% | +6.1% |
| 30D | +11.2% | -29.3% | +40.5% | +17.2% |
| 3M | +5.7% | -25.5% | +31.2% | +10.2% |
| 6M | +15.9% | -34.0% | +49.9% | +22.2% |
| YTD | +20.2% | +20.7% | -0.5% | +12.9% |
| 1Y | +32.4% | +12.3% | +20.1% | +25.8% |
| 3Y | +75.5% | +201.9% | -126.4% | +35.2% |
| 5Y | +105.5% | +336.8% | -231.3% | +45.3% |
| 10Y | +258.5% | +1,748.9% | -1,490.3% | +92.2% |
| All | +1,853.5% | +6,979.4% | -5,125.9% | +636.3% |
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