+2,425.3%
PWR vs CPB
-44.2%
+2,469.6%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -1.9% |
| 7D | +2.7% | -8.0% | +10.6% | +2.6% |
| 30D | -5.1% | -2.4% | -2.7% | -5.2% |
| 3M | -9.4% | +0.5% | -9.9% | -9.5% |
| 6M | +10.4% | -10.5% | +20.9% | +10.7% |
| YTD | +48.6% | -17.5% | +66.2% | +49.4% |
| 1Y | +68.0% | -31.0% | +99.1% | +70.3% |
| 3Y | +204.7% | -40.6% | +245.4% | +208.3% |
| 5Y | +451.9% | -37.7% | +489.7% | +451.1% |
| 10Y | +2,425.3% | -43.4% | +2,468.8% | +2,462.8% |
| All | +2,425.3% | -44.2% | +2,469.6% | +2,462.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CPB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling