+8,390.6%
PWR vs CPB
-6.5%
+8,397.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +1.4% |
| 7D | +3.6% | -8.6% | +12.2% | +5.4% |
| 30D | -8.6% | -7.2% | -1.3% | -7.4% |
| 3M | -13.2% | +0.9% | -14.1% | -14.2% |
| 6M | +9.9% | -11.8% | +21.7% | +11.4% |
| YTD | +48.0% | -19.4% | +67.4% | +52.6% |
| 1Y | +66.2% | -30.4% | +96.5% | +76.4% |
| 3Y | +195.1% | -40.2% | +235.3% | +216.5% |
| 5Y | +442.6% | -39.5% | +482.1% | +469.7% |
| 10Y | +2,334.2% | -47.4% | +2,381.6% | +2,444.8% |
| All | +8,390.6% | -6.5% | +8,397.1% | +6,910.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling