+38.8%
BMY vs CNP
+7.7%
+31.1%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.7% |
| 7D | +1.8% | -3.0% | +4.8% | +2.8% |
| 30D | +6.2% | +6.8% | -0.6% | +3.5% |
| 3M | -2.1% | +3.6% | -5.8% | -3.7% |
| 6M | +14.3% | 0.0% | +14.3% | +14.6% |
| YTD | +21.6% | +9.4% | +12.2% | +21.5% |
| 1Y | +38.8% | +6.8% | +32.0% | +40.7% |
| All | +38.8% | +7.7% | +31.1% | +40.7% |
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