+142.0%
CNP vs WU
-38.9%
+180.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.2% |
| 7D | +1.3% | -2.0% | +3.3% | +1.9% |
| 30D | +3.8% | +11.4% | -7.6% | +0.4% |
| 3M | +2.4% | -6.8% | +9.2% | +3.9% |
| 6M | -1.2% | -14.6% | +13.4% | +1.7% |
| YTD | +9.3% | -20.6% | +29.9% | +14.2% |
| 1Y | +6.4% | -15.4% | +21.8% | +8.7% |
| 3Y | +66.4% | -23.6% | +90.0% | +71.5% |
| 5Y | +75.7% | -43.4% | +119.1% | +97.7% |
| All | +142.0% | -38.9% | +180.9% | +177.2% |
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