+321.5%
CSCO vs PWR
+1,915.1%
-1,593.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +9.4% | -4.2% | +2.3% |
| 7D | -2.9% | -4.8% | +1.9% | -2.0% |
| 30D | -16.7% | -16.2% | -0.5% | -12.7% |
| 3M | -18.4% | -11.9% | -6.5% | -16.0% |
| 6M | +2.9% | -20.6% | +23.5% | +8.5% |
| YTD | +30.4% | +40.3% | -9.8% | +14.1% |
| 1Y | +41.4% | +33.0% | +8.4% | +25.4% |
| 3Y | +104.7% | +250.0% | -145.3% | +26.7% |
| 5Y | +96.9% | +404.2% | -307.2% | +3.3% |
| 10Y | +321.5% | +1,865.8% | -1,544.4% | +17.2% |
| All | +321.5% | +1,915.1% | -1,593.6% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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