+1,860.4%
CNP vs WEC
+4,360.7%
-2,500.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +3.3% |
| 7D | -4.2% | -0.2% | -4.0% | -4.2% |
| 30D | +5.5% | +12.3% | -6.8% | -3.4% |
| 3M | +0.6% | +8.3% | -7.7% | -5.4% |
| 6M | -2.8% | +3.5% | -6.3% | -5.4% |
| YTD | +7.9% | +12.7% | -4.9% | -1.4% |
| 1Y | +6.7% | +8.2% | -1.5% | +0.5% |
| 3Y | +61.1% | +55.9% | +5.3% | +14.9% |
| 5Y | +73.0% | +51.2% | +21.7% | +25.7% |
| 10Y | +141.9% | +177.6% | -35.7% | +7.2% |
| All | +1,860.4% | +4,360.7% | -2,500.3% | +54.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling