+4,103.9%
PWR vs CNC
+5,287.0%
-1,183.0%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | +2.7% | -4.9% | +7.5% | +3.9% |
| 30D | -5.1% | -3.8% | -1.4% | -4.4% |
| 3M | -9.4% | -3.2% | -6.1% | -9.2% |
| 6M | +10.4% | +47.9% | -37.5% | -1.8% |
| YTD | +48.6% | +55.7% | -7.0% | +29.6% |
| 1Y | +68.0% | +106.2% | -38.2% | +35.1% |
| 3Y | +204.7% | -2.1% | +206.8% | +177.4% |
| 5Y | +451.9% | +3.4% | +448.5% | +384.7% |
| 10Y | +2,425.3% | +91.7% | +2,333.7% | +1,662.9% |
| All | +4,103.9% | +5,287.0% | -1,183.0% | +821.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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