+1,309.1%
WDC vs CNP
+132.2%
+1,176.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.4% |
| 7D | +7.5% | +0.7% | +6.8% | +7.1% |
| 30D | +10.1% | -0.1% | +10.1% | +10.1% |
| 3M | -6.8% | -5.6% | -1.2% | -5.1% |
| 6M | +84.1% | -7.5% | +91.6% | +88.4% |
| YTD | +180.3% | +5.5% | +174.8% | +168.9% |
| 1Y | +411.1% | +8.3% | +402.7% | +380.9% |
| 3Y | +1,375.0% | +51.8% | +1,323.2% | +1,042.9% |
| 5Y | +991.6% | +69.9% | +921.7% | +679.0% |
| 10Y | +1,309.1% | +139.9% | +1,169.1% | +636.8% |
| All | +1,309.1% | +132.2% | +1,176.8% | +636.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling