+408.7%
AEM vs CNP
+146.5%
+262.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -6.8% | +1.3% | -8.2% | -7.1% |
| 30D | +0.8% | +3.8% | -3.0% | -0.2% |
| 3M | -0.8% | +2.4% | -3.2% | -1.6% |
| 6M | -8.5% | -1.2% | -7.3% | -8.7% |
| YTD | +5.9% | +9.3% | -3.3% | +3.1% |
| 1Y | +6.6% | +6.4% | +0.2% | +4.3% |
| 3Y | +302.2% | +66.4% | +235.8% | +254.7% |
| 5Y | +250.8% | +75.7% | +175.1% | +207.6% |
| All | +408.7% | +146.5% | +262.2% | +229.2% |
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