+64.6%
CNP vs WPM
+246.6%
-181.9%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +5.6% | -5.2% | +0.2% |
| 7D | -4.3% | +20.8% | -25.1% | -5.0% |
| 30D | +5.7% | +3.8% | +1.9% | +5.7% |
| 3M | +0.9% | +7.4% | -6.5% | +0.6% |
| 6M | -1.1% | +4.0% | -5.0% | -1.1% |
| YTD | +8.3% | +23.0% | -14.8% | +5.5% |
| 1Y | +5.9% | +45.9% | -40.0% | +0.8% |
| 3Y | +64.6% | +242.9% | -178.3% | +31.5% |
| All | +64.6% | +246.6% | -181.9% | +31.5% |
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