+1,874.2%
PWR vs CPB
-40.1%
+1,914.4%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.2% | +5.5% | +4.2% |
| 7D | +4.7% | -4.1% | +8.8% | +4.6% |
| 30D | -12.5% | +16.9% | -29.4% | -12.1% |
| 3M | -9.3% | -0.6% | -8.8% | -9.0% |
| 6M | -22.2% | +11.4% | -33.5% | -22.1% |
| YTD | +44.2% | -14.8% | +59.0% | +45.3% |
| 1Y | +35.5% | -24.8% | +60.3% | +37.4% |
| 3Y | +250.4% | -36.6% | +287.0% | +254.2% |
| 5Y | +425.6% | -33.3% | +459.0% | +424.0% |
| 10Y | +1,874.2% | -40.4% | +1,914.6% | +1,950.6% |
| All | +1,874.2% | -40.1% | +1,914.4% | +1,950.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling