+643.8%
AMZN vs CNP
+145.0%
+498.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.8% | +2.5% | +0.3% | +2.3% |
| 30D | +3.4% | +4.0% | -0.6% | +2.5% |
| 3M | +0.1% | +1.6% | -1.6% | -0.4% |
| 6M | +0.6% | -1.7% | +2.3% | +0.6% |
| YTD | +15.9% | +8.6% | +7.2% | +13.4% |
| 1Y | +9.5% | +5.8% | +3.7% | +7.7% |
| 3Y | +86.3% | +63.0% | +23.3% | +64.8% |
| 5Y | +51.7% | +74.7% | -22.9% | +32.7% |
| All | +643.8% | +145.0% | +498.8% | +495.7% |
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