+456.7%
PWR vs CNP
+76.4%
+380.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.1% | +1.2% | +1.9% |
| 7D | +4.5% | +1.6% | +2.9% | +3.8% |
| 30D | -4.9% | -0.8% | -4.1% | -4.6% |
| 3M | -7.9% | -3.6% | -4.3% | -7.0% |
| 6M | +18.3% | -6.9% | +25.3% | +21.2% |
| YTD | +51.5% | +6.4% | +45.1% | +46.6% |
| 1Y | +70.3% | +9.9% | +60.4% | +62.1% |
| 3Y | +210.6% | +53.1% | +157.5% | +150.2% |
| 5Y | +456.7% | +72.0% | +384.7% | +328.7% |
| All | +456.7% | +76.4% | +380.2% | +328.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling