+139.8%
CNP vs WEC
+178.6%
-38.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.4% |
| 7D | -4.3% | +0.2% | -4.5% | -4.6% |
| 30D | +5.7% | +12.9% | -7.2% | -3.4% |
| 3M | +0.9% | +9.8% | -8.9% | -5.9% |
| 6M | -1.1% | +6.7% | -7.8% | -5.8% |
| YTD | +8.3% | +14.0% | -5.7% | -1.6% |
| 1Y | +5.9% | +7.3% | -1.4% | +0.5% |
| 3Y | +64.6% | +63.8% | +0.8% | +14.5% |
| 5Y | +74.6% | +54.8% | +19.8% | +26.5% |
| 10Y | +139.8% | +185.7% | -45.9% | +11.7% |
| All | +139.8% | +178.6% | -38.8% | +11.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling