+2,396.1%
PWR vs CP
+219.6%
+2,176.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.9% | +2.6% |
| 7D | +4.5% | +2.4% | +2.1% | +3.1% |
| 30D | -4.9% | -0.5% | -4.3% | -4.8% |
| 3M | -7.9% | +1.4% | -9.3% | -9.4% |
| 6M | +18.3% | +10.3% | +8.0% | +10.7% |
| YTD | +51.5% | +24.3% | +27.2% | +31.5% |
| 1Y | +70.3% | +20.4% | +49.9% | +50.2% |
| 3Y | +210.6% | +21.8% | +188.8% | +165.3% |
| 5Y | +456.7% | +31.5% | +425.2% | +341.3% |
| 10Y | +2,396.1% | +223.2% | +2,172.9% | +1,026.9% |
| All | +2,396.1% | +219.6% | +2,176.4% | +1,026.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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