+36.2%
BMY vs CNP
+6.8%
+29.4%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.6% |
| 7D | +2.1% | +1.3% | +0.8% | +1.6% |
| 30D | +7.0% | +3.8% | +3.2% | +5.3% |
| 3M | -0.9% | +2.4% | -3.2% | -1.9% |
| 6M | +14.9% | -1.2% | +16.1% | +15.8% |
| YTD | +22.8% | +9.3% | +13.6% | +23.1% |
| 1Y | +36.2% | +6.4% | +29.8% | +38.7% |
| All | +36.2% | +6.8% | +29.4% | +38.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling