+74.6%
CNP vs WU
-42.0%
+116.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -4.3% | +9.1% | -13.4% | -5.4% |
| 30D | +5.7% | +12.1% | -6.4% | +4.1% |
| 3M | +0.9% | +0.3% | +0.6% | +0.7% |
| 6M | -1.1% | -19.1% | +18.1% | +1.4% |
| YTD | +8.3% | -19.2% | +27.5% | +10.6% |
| 1Y | +5.9% | -15.3% | +21.2% | +7.2% |
| 3Y | +64.6% | -21.3% | +86.0% | +67.6% |
| 5Y | +74.6% | -41.7% | +116.2% | +89.0% |
| All | +74.6% | -42.0% | +116.5% | +89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling