+8,168.1%
PWR vs COO
+935.0%
+7,233.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.6% |
| 7D | +4.7% | -2.3% | +7.1% | +5.6% |
| 30D | -12.5% | +13.3% | -25.8% | -16.5% |
| 3M | -9.3% | -18.1% | +8.8% | -4.5% |
| 6M | -22.2% | +6.7% | -28.9% | -25.5% |
| YTD | +44.2% | -23.2% | +67.4% | +53.5% |
| 1Y | +35.5% | -12.3% | +47.8% | +37.8% |
| 3Y | +250.4% | -23.6% | +274.0% | +261.7% |
| 5Y | +425.6% | -38.7% | +464.3% | +476.4% |
| 10Y | +1,874.2% | +42.2% | +1,832.0% | +1,512.6% |
| All | +8,168.1% | +935.0% | +7,233.1% | +3,292.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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