+2,396.1%
PWR vs CL
+51.8%
+2,344.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.8% | +2.4% |
| 7D | +4.5% | -1.4% | +5.9% | +4.8% |
| 30D | -4.9% | -5.2% | +0.3% | -4.0% |
| 3M | -7.9% | +3.3% | -11.2% | -9.1% |
| 6M | +18.3% | -4.4% | +22.7% | +18.6% |
| YTD | +51.5% | +13.9% | +37.6% | +45.3% |
| 1Y | +70.3% | +7.6% | +62.7% | +65.3% |
| 3Y | +210.6% | +29.6% | +181.0% | +174.0% |
| 5Y | +456.7% | +28.1% | +428.6% | +387.6% |
| 10Y | +2,396.1% | +53.4% | +2,342.7% | +1,940.0% |
| All | +2,396.1% | +51.8% | +2,344.2% | +1,940.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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