+2.8%
CSCO vs PWR
-30.1%
+32.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.3% | -8.2% | -3.6% |
| 7D | -10.2% | -12.9% | +2.7% | -7.4% |
| 30D | -20.1% | -22.8% | +2.8% | -14.9% |
| 3M | -22.4% | -19.0% | -3.4% | -18.5% |
| 6M | +2.8% | -31.1% | +33.9% | +16.5% |
| All | +2.8% | -30.1% | +32.9% | +16.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling