+593.0%
BE vs CNP
+85.1%
+507.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.7% | +1.7% | +2.4% |
| 7D | -14.7% | -4.2% | -10.5% | -12.3% |
| 30D | -40.5% | +5.5% | -46.1% | -42.4% |
| 3M | -24.3% | +0.6% | -24.9% | -24.4% |
| 6M | -39.3% | -2.8% | -36.5% | -39.1% |
| YTD | +99.4% | +7.9% | +91.5% | +86.3% |
| 1Y | +26.6% | +6.7% | +19.9% | +18.8% |
| 3Y | +1,616.9% | +61.1% | +1,555.8% | +1,139.1% |
| 5Y | +441.4% | +73.0% | +368.4% | +280.6% |
| All | +593.0% | +85.1% | +507.9% | +300.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling