+256.9%
BNY vs CNP
+67.8%
+189.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | +0.1% | +0.1% |
| 7D | -1.3% | -1.4% | +0.1% | -0.9% |
| 30D | -0.2% | -2.9% | +2.8% | +0.7% |
| 3M | +14.9% | -7.5% | +22.5% | +17.6% |
| 6M | +40.0% | -7.9% | +47.9% | +43.1% |
| YTD | +42.0% | +3.7% | +38.2% | +38.5% |
| 1Y | +56.9% | +4.6% | +52.2% | +52.3% |
| 3Y | +289.9% | +49.1% | +240.7% | +223.3% |
| All | +256.9% | +67.8% | +189.1% | +177.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling