+289.9%
BNY vs CNP
+49.7%
+240.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | 0.0% |
| 7D | -1.3% | -1.4% | +0.1% | -1.0% |
| 30D | -0.2% | -2.9% | +2.8% | +0.4% |
| 3M | +14.9% | -7.5% | +22.5% | +16.5% |
| 6M | +40.0% | -7.9% | +47.9% | +41.9% |
| YTD | +42.0% | +3.7% | +38.2% | +39.0% |
| 1Y | +56.9% | +4.6% | +52.2% | +53.0% |
| 3Y | +289.9% | +49.1% | +240.7% | +232.2% |
| All | +289.9% | +49.7% | +240.2% | +232.2% |
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