+139.9%
CNP vs WU
-40.9%
+180.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.6% |
| 7D | +0.7% | -4.9% | +5.6% | +2.1% |
| 30D | -0.1% | -1.3% | +1.2% | +0.2% |
| 3M | -5.6% | -3.6% | -2.1% | -5.9% |
| 6M | -7.5% | -24.3% | +16.9% | -1.1% |
| YTD | +5.5% | -21.1% | +26.6% | +10.9% |
| 1Y | +8.3% | -10.3% | +18.7% | +8.4% |
| 3Y | +51.8% | -28.4% | +80.1% | +60.1% |
| 5Y | +69.9% | -51.2% | +121.1% | +104.7% |
| 10Y | +139.9% | -39.6% | +179.6% | +171.3% |
| All | +139.9% | -40.9% | +180.8% | +171.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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