+1,695.0%
WULF vs CPB
+191.2%
+1,503.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.1% | +1.6% |
| 7D | +7.6% | -8.6% | +16.2% | +7.2% |
| 30D | -8.6% | -7.2% | -1.4% | -8.9% |
| 3M | -37.0% | +0.9% | -37.8% | -36.9% |
| 6M | +7.4% | -11.8% | +19.2% | +7.4% |
| YTD | +43.7% | -19.4% | +63.1% | +43.5% |
| 1Y | +86.1% | -30.4% | +116.5% | +85.9% |
| 3Y | +733.8% | -40.2% | +774.0% | +727.7% |
| 5Y | -33.6% | -39.5% | +5.9% | -34.3% |
| 10Y | +76.1% | -47.4% | +123.4% | +73.5% |
| All | +1,695.0% | +191.2% | +1,503.8% | +1,404.1% |
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