+53.1%
CNP vs WPM
+279.1%
-226.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.1% | +1.1% |
| 7D | +1.6% | +7.0% | -5.4% | +1.3% |
| 30D | -0.8% | +15.7% | -16.5% | -1.7% |
| 3M | -3.6% | +35.2% | -38.8% | -5.5% |
| 6M | -6.9% | +6.1% | -13.0% | -7.2% |
| YTD | +6.4% | +32.6% | -26.1% | +2.8% |
| 1Y | +9.9% | +46.9% | -37.0% | +4.4% |
| 3Y | +53.1% | +276.3% | -223.2% | +19.1% |
| All | +53.1% | +279.1% | -226.0% | +19.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling