+1,844.9%
PWR vs CNP
+145.0%
+1,699.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +19.1% | +2.5% | +16.6% | +17.8% |
| 30D | -12.0% | +4.0% | -16.0% | -13.4% |
| 3M | -10.6% | +1.6% | -12.2% | -11.0% |
| 6M | -20.8% | -1.7% | -19.1% | -20.5% |
| YTD | +43.7% | +8.6% | +35.1% | +38.0% |
| 1Y | +35.0% | +5.8% | +29.2% | +31.0% |
| 3Y | +249.4% | +63.0% | +186.4% | +174.0% |
| 5Y | +422.1% | +74.7% | +347.5% | +294.7% |
| All | +1,844.9% | +145.0% | +1,699.9% | +1,105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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