+161.7%
CWEN price history and return analytics
+207.0%
-45.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.3% |
| 7D | +0.6% | -0.1% | +0.8% | +0.8% |
| 30D | +14.8% | -3.1% | +17.8% | +18.0% |
| 3M | +6.4% | -3.5% | +9.9% | +9.9% |
| 6M | -6.8% | +0.5% | -7.2% | -7.0% |
| YTD | +8.3% | +10.8% | -2.5% | -1.0% |
| 1Y | +3.4% | +11.9% | -8.5% | -6.4% |
| 3Y | +92.0% | +73.0% | +19.1% | +17.4% |
| 5Y | +22.0% | +58.6% | -36.7% | -19.8% |
| 10Y | +306.3% | +219.2% | +87.1% | +28.8% |
| All | +161.7% | +207.0% | -45.3% | -22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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