+139.9%
CNP vs WPM
+523.6%
-383.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -1.9% | -1.0% |
| 7D | +0.7% | +3.9% | -3.2% | +0.2% |
| 30D | -0.1% | +17.7% | -17.7% | -2.3% |
| 3M | -5.6% | +39.4% | -45.0% | -10.0% |
| 6M | -7.5% | +6.4% | -13.9% | -9.0% |
| YTD | +5.5% | +34.0% | -28.5% | -0.3% |
| 1Y | +8.3% | +50.5% | -42.2% | +0.2% |
| 3Y | +51.8% | +280.3% | -228.5% | +19.6% |
| 5Y | +69.9% | +266.3% | -196.5% | +32.8% |
| 10Y | +139.9% | +550.8% | -410.9% | +72.8% |
| All | +139.9% | +523.6% | -383.7% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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