+11,005.7%
WDC vs CNP
+1,902.6%
+9,103.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.5% |
| 7D | -16.7% | -3.0% | -13.7% | -15.9% |
| 30D | -27.2% | +6.8% | -34.0% | -28.4% |
| 3M | -34.0% | +3.6% | -37.6% | -34.7% |
| 6M | -39.7% | 0.0% | -39.7% | -40.1% |
| YTD | +68.1% | +9.4% | +58.7% | +62.9% |
| 1Y | +66.3% | +6.8% | +59.5% | +62.0% |
| 3Y | +754.4% | +64.2% | +690.3% | +633.3% |
| 5Y | +595.8% | +76.0% | +519.8% | +482.9% |
| 10Y | +660.4% | +143.3% | +517.1% | +475.8% |
| All | +11,005.7% | +1,902.6% | +9,103.1% | +3,949.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling