+325.7%
AEM vs CNP
+65.1%
+260.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +1.1% | -6.2% | -5.4% |
| 7D | +13.9% | -3.0% | +16.9% | +14.5% |
| 30D | +0.8% | +6.8% | -6.1% | -1.3% |
| 3M | +5.8% | +3.6% | +2.1% | +4.4% |
| 6M | -1.0% | 0.0% | -0.9% | -1.9% |
| YTD | +13.1% | +9.4% | +3.7% | +7.8% |
| 1Y | +14.4% | +6.8% | +7.6% | +10.1% |
| 3Y | +325.7% | +64.2% | +261.5% | +230.8% |
| All | +325.7% | +65.1% | +260.6% | +230.8% |
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