+1,330.5%
WDC vs CNP
+55.3%
+1,275.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.6% | +5.8% |
| 7D | +1.7% | +1.1% | +0.6% | +1.8% |
| 30D | -10.0% | -1.8% | -8.1% | -10.1% |
| 3M | -18.8% | -4.6% | -14.1% | -19.4% |
| 6M | +79.0% | -8.8% | +87.9% | +77.8% |
| YTD | +171.6% | +5.2% | +166.3% | +168.2% |
| 1Y | +417.4% | +8.3% | +409.1% | +408.5% |
| All | +1,330.5% | +55.3% | +1,275.3% | +1,278.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling