+417.4%
WDC vs CNP
+7.2%
+410.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.6% | +5.4% |
| 7D | +1.7% | +1.1% | +0.6% | +2.5% |
| 30D | -10.0% | -1.8% | -8.1% | -11.1% |
| 3M | -18.8% | -4.6% | -14.1% | -21.6% |
| 6M | +79.0% | -8.8% | +87.9% | +69.2% |
| YTD | +171.6% | +5.2% | +166.3% | +183.1% |
| 1Y | +417.4% | +8.3% | +409.1% | +460.1% |
| All | +417.4% | +7.2% | +410.1% | +460.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 1y: compounded portfolio wealth divided by compounded CNP 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…
1y analysis · Full analysis span regression · 6 months rolling