+601.2%
CNP vs WPM
+5,208.0%
-4,606.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.5% |
| 7D | -0.1% | +3.1% | -3.2% | -0.5% |
| 30D | +5.0% | -1.8% | +6.9% | +5.0% |
| 3M | +2.7% | +1.0% | +1.6% | +2.0% |
| 6M | -1.9% | -5.4% | +3.6% | -2.1% |
| YTD | +8.8% | +15.9% | -7.1% | +5.3% |
| 1Y | +5.6% | +30.8% | -25.2% | +0.7% |
| 3Y | +63.2% | +222.6% | -159.4% | +39.0% |
| 5Y | +73.8% | +227.4% | -153.6% | +46.5% |
| 10Y | +144.0% | +757.8% | -613.8% | +81.3% |
| All | +601.2% | +5,208.0% | -4,606.8% | +311.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling