+8,087.4%
PWR vs CAG
+65.7%
+8,021.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.9% |
| 7D | +11.3% | -3.3% | +14.6% | +12.0% |
| 30D | -8.9% | +7.7% | -16.5% | -10.9% |
| 3M | -10.5% | -3.2% | -7.3% | -10.7% |
| 6M | -22.2% | +7.0% | -29.1% | -24.7% |
| YTD | +42.7% | -9.0% | +51.7% | +42.5% |
| 1Y | +41.1% | -9.6% | +50.7% | +40.9% |
| 3Y | +242.7% | -36.0% | +278.7% | +262.7% |
| 5Y | +418.5% | -40.9% | +459.4% | +453.3% |
| 10Y | +1,855.0% | -37.3% | +1,892.3% | +1,853.5% |
| All | +8,087.4% | +65.7% | +8,021.7% | +5,904.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 all: compounded portfolio wealth divided by compounded CAG 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…
all analysis · Full analysis span regression · 6 months rolling